How do I view part-paid invoices?
There are two views in WriteUpp where you can filter the invoices to show part paid ones only.
From the main menu at the top left of the screen, under the 'Business Views' heading, click Finance . The Invoices tab will open
Adjust the date range if required and select Part paid from the 'Status' dropdown menu, then click on the blue Update button. Any invoices within the date range with a status of "Part paid" will be displayed:
Select the client with the invoices you would like to view, so that they are the Active Client
Head to the Patient Summary and select the Account tab
Here, use the 'Status' dropdown to select Part paid. Press the blue Update button and this will display all part paid invoices for the client
Option 1 - Finance views:
From the main menu at the top left of the screen, under the 'Business Views' heading, click Finance . The Invoices tab will open
Adjust the date range if required and select Part paid from the 'Status' dropdown menu, then click on the blue Update button. Any invoices within the date range with a status of "Part paid" will be displayed:
Option 2 - The Account tab:
Select the client with the invoices you would like to view, so that they are the Active Client
Head to the Patient Summary and select the Account tab
Here, use the 'Status' dropdown to select Part paid. Press the blue Update button and this will display all part paid invoices for the client
Updated on: 15/07/2024
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