Access the transaction history
The Patient Transaction History appears at the bottom of the Payments screen, listed in reverse chronological order.
Open the patient record and select Payments.
Scroll to Patient Transaction History.
Select the arrows next to the invoice number and date to expand its payment history.
Transaction history details
Patient Transaction History shows:
Invoice number
Invoice date
Invoice Total
Payments Total
Payments Unapplied
Refunds Total
Invoice Balance
A progress bar for % paid
View the full account transaction history
In the Business Office, navigate to the Financials page and search for a client record to see all transactions across all patients in reverse chronological order.
Frequently asked questions
Can I see all patients in one place?
Yes—use Financials within the Business Office for a client record.
How do I spot the current invoice?
It's labeled (CURRENT) next to the invoice number.
What does Payments Unapplied mean?
Payments received but not yet applied to a specific invoice.
Still need help?
Contact support via live chat or email at [email protected].