Aged Invoices - Detailed Extended Report

Description: This report provides a list of billed invoices that have a remaining balance in SAM, aged by bill date. Invoices with zero balances or that have not been billed are not included in this report.

Use: This report can be used to obtain a snapshot of outstanding invoices with any payment/adjustment history for a select date range.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Admit Types	The code for the client's admission.
Team	The selected team.
Payors	The selected payor.
Include Clients	Include clients in collection or not.
Invoice Date From	The first date in the selected range.
Invoice Date To	The last date in the selected range.
Cash Applied Date From	The first date cash was applied in the selected range.
Cash Applied Date To	The last date cash was applied in the selected range.

Each column of the report displays:

Field	Description
Date	The date of the invoice.
Invoice	The number displayed on the invoice.
Type	The method through which payment was received.
Amount	The amount of payment received.
Current	The current invoice balance.
1-30	The invoice balance 1-30 days after billing.
31-90 Days	The invoice balance 31-90 days after billing.
91-180 Days	The invoice balance 91-180 days after billing.
181-360 Days	The invoice balance 181-360 days after billing.
Over 360	The invoice balance over 360 days after billing.
Balance	The account balance before cash applied.
Admission Type	The code for the client's admission.
Payor	The client's payor.
Totals	The total balances for each client.
Totals	The total balances for each payor.
Grand Totals	The total balances on the entire report.