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Export a list of posted invoices with statuses

[For Admins + Billing Only role] Report on posted invoices & their status with the Invoices Report

Sabrina avatar
Written by Sabrina
Updated over a week ago

Providers can create a Invoices Report to view information about invoices, such as the date they are due, what types of charges are applied, and whether they are paid in full.

This can be particularly useful for providers in understanding if payers or agencies have unpaid or partially paid invoices.


Create a Invoices Report

  1. Log in on the web

  2. Click Billing in the sidebar > Reports tab

  3. Select the Invoices report

  4. Click Apply Filters to view the results, then click Export or Print as needed


How to read the Invoices Report

The Invoices Report includes several columns to help you understand your program invoices:

  • Invoice post date

  • Invoice due date

  • Student name

  • Invoice #

  • Charges in the invoice

  • Status of the invoice

  • Original invoice amount

  • Paid invoice amount

  • Current invoice balance

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