To generate a financial statement for your practice, follow these steps:
- Navigate to the Billing section of the platform.
- Click on Generate Financial Statement.
- Select Practice Statement.
- Choose the desired date range for the statement.
- Select the format you prefer, either PDF or Excel.
- Excel is ideal for sending to accountants!
Your practice financial statement will be downloaded directly to your device.
Helpful Tips for Financial Statements:
- New Invoices: Invoices not linked to appointments will have a blank date of service.
- Service Description: The first line-item description on the invoice will appear in the service description on the statement.
- Invoices on Reports: Invoices on financial statements are based on the invoice creation date.