Find Clients with a Client and/or Insurance Balance Due

  Permissions: User must have Billing Permissions. 

1. Click Clients in the navigation bar, then select either All Clients or My Clients from the drop-down.
2. Click the Customize Grid drop-down.
3. Select Client Balance Due and/or Insurance Balance Due.
4. Click on the column headers to Search or sort information.
   
   

[Back to Top]