Is there a report listing clients with a credit?

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Sally Fay Ozefovich

• September 02, 2022 00:06

Simple Practice is showing a credit under "Outstanding balance" on my Dashboard, but when I follow the associated "View report" link, there are no credit details. Using the "Appointment status" report, there is no option to filter by "Credit" and no clients are listed when I filter by "Overpaid". (Note that the date range I'm using starts with the first day of the practice and ends with today. Also, we don't handle insurance for our clients.)

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  Sara

  • September 02, 2022 18:24

  Hi Sally,

  With the Outstanding Balance report you can locate a listing of clients with credits. Go to Reports > Billing > Outstanding Balances. Once you're viewing the report, start by selecting the appropriate date range for the dates you're interested in. Then select the More filter and make sure that the With Balance toggle is disabled. Clients with a credit balance can be seen under the Client Balance column, notated by a CR label.

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