What this report tells you
The Outstanding balances report answers one question clearly: who owes the clinic money right now, and how long has it been owed? It groups unpaid balances into age bands — 0–30 days, 31–60, 61–90, and 90+ — so you can tell fresh, ordinary debt apart from balances that have been sitting unpaid long enough to need attention.
- Open the report and read the age bands
- Focus on the location that matters
- Decide which balances to follow up first
- Move from the report to acting on an invoice
Open the report
Go to the report library
Open Reports and find Outstanding balances under the money reports.
Choose a location
This report is filtered by location. Pick the location whose debt you want to review; the figures update to match.
Read the age bands
Balances are split by age. The further right a balance sits, the longer it has gone unpaid.
How to read the age bands
| Band | What it usually means | Typical action |
|---|---|---|
| 0-30 days | Recent invoices, still within normal payment time. | Usually no action needed yet. |
| 31-60 days | Starting to age. A reminder is reasonable. | Send a reminder or take payment. |
| 61-90 days | Overdue. Worth a direct follow-up. | Contact the patient about the balance. |
| 90+ days | Long overdue. Least likely to be paid without intervention. | Chase directly, or decide whether to write it off. |
From the report to action
The report shows you where to look; the follow-up happens on the invoice itself. Once you've identified a patient with an ageing balance, open their invoice to take a payment, send a reminder, or — when the balance genuinely won't be recovered — write it off so it stops distorting your outstanding total.
- For a payable balance, record the payment against the invoice.
- For a balance you'll pursue, send the invoice or a reminder to the patient.
- For an uncollectable balance, write it off so the figure reflects reality.
Let AI explain a figure
If a headline number on the report looks surprising, ClinyPal's AI can explain in plain language what's driving it — for example, that most of the 90+ balance comes from a small number of large invoices. The explanation is there to orient you; it never changes the figures, and the underlying rows remain the source of truth.