It is sometimes easier to show a patient their payment history as a statement. This will show a chronological list of invoices and payments for the patient over a time period.
In the patient’s accounts tab, select the Statement of Account button at the top. This allows you to enter a date range for transactions and gives you the option to email or print the resulting statement.
Pressing the Envelope button will take you to the patient’s correspondence tab and open a new email to the patient with the statement attached.
Clicking the Printer button will print the statement as shown on screen.
An example statement of account:
For help with emailing and printing individual invoice and receipts, look at our WEb page - Print and email an invoice or receipt