Track invoice aging

Description:

This guide reviews how to track invoice aging through the billing tools section in accounting.

Applies To:

TheraOffice Customers

Steps:

1. Navigate to the Backstage Menu > Accounting > Invoice Aging.

2. A list of all of the invoice payers that currently have active statements will appear.

3. You can double click on an invoice payer to get more detailed information about the active statements it has.

Please note that there are other places in the software to track insurance aging. Please see Invoice Outstanding - Summary Report, Invoice Outstanding - Detail Report, and/or Invoice Aging Widget.