Debtors are people that owe the practice money. This reporting section allows you to track who owes the practice money, and several other pieces of information to understand debt status.

More than just status, this section also allows you to take action against the debt, and file petitions for reclamation through whatever format you'd like. The default in the system is to send an account statement, but you can be more or less aggressive simply by changing reports (with the help of your administrator).

Let's take a look at the screen to understand a little more. To get to this section, click on "Reporting" then "Debtors".

The interface has several controls. Here's a brief summary of each:

  • Customer Account Type: The type of customer you'd like to filter.
  • Statement Date: The "as-of" date that you're interested in. This allows you to look and see who your debtors were at a particular point in the past.
  • Balances: The type of balances you're searching for. Discussed below.
  • Overdue From,To: How many days from the statement date are you interested in?
  • Customer From,To: Searches for particular customer names.
  • Exclude Credit: Shows only balances owed to the practice, not the other way around.


It's probably that you don't care about all your debtors at any given moment in time. The search functionality ("Find" button) lets you whiddle down the results until you find exactly the set of customers that you're interested in.

There are two types of balances that appear in the search: current and overdue. The current balances come from any invoice that is "Completed", but not "Finalized". All overdue balances have been finalized. You'll notice some overlap between the current balances here, and the works in progress report section. If, for example, we wanted to send notice to all customers that are overdue, we would want to filter out the current balances by selecting "Overdue" in the "Balances" selector.

The next filter we'll discuss is the "Overdue From,To" filter. Here, you can filter for balances based on their age. If, for instance we'd like to get all balances that are more than 90 days old, we might set the overdue "from" date to 90. If we wanted to find only balances overdue from 60-90 days of age, we could put in from=60 and to=90. Note that the balance type must be set to "Overdue" for this to work.

"Customer From,To" allows you to filter the list by customer names. If, for instance you wanted to process just names starting from A-F, you could simply put "A" in the from field and "G" in the to field. Note: it goes up until the last letter but doesn't include it.


Once you've found the set of debtors that you're interested, you can take action. The buttons at the bottom of the screen allow you to perform several actions. Here's a brief summary:

  • Send All: Prints out the related report (default is Account Statement) for all customers in the list.
  • Print: Prints a single related report for the selected customer.
  • Report: Prints a report about all the customers in the list.
  • End Period: Converts all completed invoices to finalized invoices.
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