New Invoices Report (Beta Version)
The new "Invoice Totals Report" allows you to see the sum of all invoices and all refunds for selected providers, in a specified date range.
- You can find the "Export Totals Report" option in the Invoices dashboard under the action menu () in the top right corner.
- Please note that:
- PortalConnect membership invoices are NOT included in the total.
- Only successfully collected invoices are included in the report (pending, voided, due or problem invoices are NOT included).
- For cash and check payments, refunds only show if the invoice payment date is in the specified date range.
- For credit card payments refunded before the payment was settled, refunds only show if the invoice payment date is in the specified date range.
- For credit card payments refunded after the payment was settled, refunds show if the refund transaction date is in the specified date range.
Plus: bug fixes!
If after using our tools you need additional help, please contact our Customer Support Team. You can reach us by email or by calling 1-866-779-1536.