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Click the Reports Icon Reports icon

Click the Credits Button Reports Credits Button

Credits

The Credit Report window opens:

Credit Report

Show Credits from: 

  • All:  Quixote defaults to ALL.
  • Patients:  Select Patients to View / Print Patients Credits Report.
  • Payment Sources:  Select Payment Sources to View / Print Payment Sources Credits Report.

Credit Report Show Credits from

Clinic:  Select Clinic to View / Print Credits Report for a specific Clinic. Quixote defaults to ALL.

Credit Report Clinic

Posted By:  Select Posted By to View / Print Credits Report posted by a specific User. Quixote defaults to ALL.

Credit Report Posted By

Date Range:  Select Date Range to View / Print Credits Report for a specific Date Range. Quixote defaults to None.

Credit Report Date Range

Include:

  • Cash Payments:  Select Cash Payments to View / Print Credits Report including Cash Payments.
  • Check Payments:  Select Check Payments to View / Print Credits Report including Check Payments.
  • Credit Card Payments:  Select Credit Card Payments to View / Print Credits Report including Credit Card Payments.
  • Cash Refunds:  Select Cash Refunds to View / Print Credits Report including Cash Refunds.
  • Check Refunds:  Select Check Refunds to View / Print Credits Report including Check Refunds.
  • Credit Card Refunds:  Select Credit Card Refunds to View / Print Credits Report including Credit Card Refunds.
  • Transfers:  Select Transfers to View / Print Credits Report including Transfers.

Credit Report Include

Only Show Summary Information:  Select Only Show Summary Information to View / Print Credits Report with Summary Information Only.

Credit Report Only Summary Info

Show Charges that Credits are Applied To:  Select Show Charges that Credits are Applied To to View / Print Credits Report with Charges that Credits are Applied To included.

Credit Report Show Charges that credits

Wrap Text if truncated (makes report longer):  Select Wrap Text if truncated to View / Print Credits Report with Text wrapped.  Makes Report longer.

Credit Report Wrap Text

Minimum Amount:  Select Minimum Amount to View / Print Credits Report with a minimum amount.  Enter a Minimum Amount.

Credit Report Minimum Amount

Maximum Amount:  Select Maximum Amount to View / Print Credits Report with a maximun amount.  Enter a Maximum Amount.  Note Note:  Will filter by the amount of the unused portion of a payment or incoming transfer.

Credit Report Maximum Amount

Minimum Credit Amount:  Select Minimum Credit Amount to View / Print Credits Report with a minimum credit amount.  Enter a Minimum Credit Amount.

Credit Report Minimum Amount

Maximum Credit Amount:  Select Maximum Credit Amount to View / Print Credits Report with a maximun credit amount.  Enter a Maximun Credit Amount.

Credit Report Maximum Amount

Show Comments:  Select Show Comments to View / Print Credits Report with Comments included.

Credit Report Show Comments

Show Deleted Credits: Select Show Deleted Credits to View / Print Credits Report with Deleted Credits included.

Credit Report Show Deleted Credits

Owl Example:  Credits Report - Page 1

Credit Report Example 1

Owl Example:  Credits Report - Page 2

Credit Report Example 2


Close:  Click the Close button to Close the window.

Print:  Click the Print button to Print the Credits Report.

View:  Click the View button to View the Credits Report.


Return to Reports      Return to Reference Guide

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