Credit Management Reporting
Credit Payment Report
This report will display all the payments received. You can add filters to track down any particular payments received.
To access Credit Payment Report from the main menu go to:
Main Menu > Credit Sales Management > Credit Payment Report
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How to run a Credit Payment Report
1. Specify the period over which you want to see this report then click search. Once done, you can make a print out.
Invoice-wise Analysis Report
This report displays a detailed information on the payments received, allocated and the balance amount.
To access Invoice-Wise Analysis Report from the main menu go to:
Main Menu > Credit Sales Management > Invoice-Wise Analysis Report
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How to run an Invoice-wise Analysis Report
Select the customer's name and specify the period over which you want to see this report then click search.
You can select the 'All Customers' by leaving the Customer field blank and click Search.
The report shows basic customer receivable details with the option to do filtering based on the customer groups (Patient, Corporate, TPA...etc). A detailed report of each customers can be viewed by drilling down each entries.
To access Receivables Report from the main menu go to:
Main Menu > Credit Sales Management > Receivables Report
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