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.

Option 1 - Finance views:

1. From the main menu at the top left of the screen, under the 'Business Views' heading, click Finance **. The **Invoices tab will open

2. 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:

1. Select the client with the invoices you would like to view, so that they are the Active Client

2. Head to the Patient Summary and select the Account tab

3. 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