Credit Balance Report

Q: How do I run a credit balance report?

1. Select the Credit Balance Report

1. Select the Credit Balance Report

The statement report will allow the user to run a report showing a list of patient who have credits on their accounts.

To run the report, click on the Billing menu then select Reports and Credit Balance Report.

2. Print or Save Report as Desired

If desired, the user may print or save the report using the menu bar located at the top of the Print Preview page.

  1. Print
  2. Save as PDF, Excel, CSV or other file type.
  3. When finished, click the Close Print Preview button.