In the payments tab of the client profile you can create invoices and mark them as paid. But the payments feature is where you'll be able to create reports on the payments you're receiving and those you still need to collect.
In the payments feature we have filters where you'll be able to change how you view the information presented to see by facility, time frame, and type of client.
- Click the Payments feature on the left hand side of the screen
- Toward the top of the feature you'll be able to change the date range of the information you're looking at, the status of the clients, and what facilities they belong to.
If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639