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The Balance Report lists bills that still have a balance. A bill that is fully paid never shows here. Payments are counted whatever their date, so a balance paid yesterday for a bill from last month removes that bill from the list.
The date range filters on the bill date. With From on today, you see only today's dues. Move From back to see older bills.
Total outstanding at a glance
The Total Balance box is the sum of all dues in the list.
Clears itself
When a patient pays the balance in Test Report, the bill leaves the list. No manual striking off.
On this screen
- From move back to include older bills
- OK reloads the list for the dates
- Receipt all payments on the bill, any date
- Balance what the bill still owes
- Total Received already paid on the listed bills
- Total Balance the total amount outstanding
Make the call list
- Open the report
Go to Reports > Balance Report. Today's unpaid bills load at once. - Widen the dates
Set From back, for example to the start of the financial year, and click OK. - Read the totals
Total Balance is the money still due on the listed bills. Total Received is what those same bills have already paid. - Call the patients
Work down the list. Double-click a row to open the bill and see its tests and payments before you call. - Take the payment
When the patient pays, add a receipt in Test Report. The bill drops off the list next time you click OK.
How each row is worked out
| Column | Meaning |
|---|---|
| Cost | Total of the tests on the bill. |
| Extra charges | Home collection or other charges on the bill. |
| discount | The bill's discount in rupees. |
| Receipt | All cash and card payments on the bill, on any date. |
| Balance | Cost + Extra charges − discount − Receipt. Only bills with more than ₹0.00 are listed. |
Example: Anil Verma's bill has tests of ₹1,800, home collection ₹100 and a discount of ₹100. He paid ₹1,000 at billing. His Balance is 1,800 + 100 − 100 − 1,000 = ₹800. The other columns are dt, No., Patient Name, Age, Gender, Doctor, category and remarks.
Questions people ask
Last month's dues are missing.
Set From to a date in last month and click OK.
Which box is the amount outstanding?
Total Balance.
A patient paid last week but is still listed.
That should not happen, because all payments are counted. Open the bill and check that the payment was saved in the Test Report receipts.
Are hospitals that owe us in this list?
Only their patients' bills, one by one. For a hospital's statement use the Hospital Report.