CO070 - Account Balance

This report will give you a list of all your clients who have a positive account balance.

Additionally, you will have information such as: Client, Balance, Last Appointment, and Next Appointment.

With this report you will have information about your clients that possess or not possess all of the mentioned above.  


  • Client - The name of the client.
  • Balance - The current balance of the client.
  • Last Appointment - The date on which the client had his/her last appointment and the practitioner who performed the treatment.
  • Next Appointment - The upcoming/next appointment of the client and the practitioner who will perform the treatment.



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    Joseph Rennie

    It does not show how to amend (+ or -) the account Balance & reasons why the adjustment was made.

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