Dentrix Ideas

Make bill statements start at the date of the last zero balance for either printed bills or e-bills

The billing statements currently are driven by date so if the patient has a balance forward from a previous month, it shows balance forward with the amount. It would be very helpful if the statements were able to display all transactions back to the last zero balance. This can be done under office manager, reports, billing and then enter dates back to get to the zero date but must be done on an individual basis. I would like the e-bills and printed bills to always go back to the zero. This would be similar to how Quickbooks allows billing of all unpaid transactions.

  • Guest
  • Aug 27 2021
  • Needs review
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  • Guest commented
    1 Mar 07:17pm

    This feature is well overdue!!

  • Guest commented
    27 Aug, 2021 02:27pm

    Yes! Many patients call and ask about the details of the "balance forward."