Dentrix Ideas

Credit balance report

I would like to be able to run a credit balance report so that I may refund patients for overpayments more efficiently.

  • Unknown Unknown
  • Sep 29 2020
  • Needs review
  • Attach files
  • Cindy K commented
    28 Sep 06:22pm

    The suggestion to run reports>ledger>accounts receivable isn't available. Is there another suggestion on how to run this overpayment report?

  • Whitney Tharaldson commented
    4 Dec, 2020 05:50pm

    Here is how to run the Credit Balance Report

    Reports > Ledger > Accounts Receivable; Check Credit Balances Box