CO070 - Account Balance

This report will give you a list of all your clients who have a positive account balance.

Additionally, you will have information such as: Client, Balance, Last Appointment, and Next Appointment.

With this report you will have information about your clients that possess or not possess all of the mentioned above.

Preview

• Client - The name of the client.

• Balance - The current balance of the client.

• Last Appointment - The date on which the client had his/her last appointment and the practitioner who performed the treatment.

• Next Appointment - The upcoming/next appointment of the client and the practitioner who will perform the treatment.