Reporting: Statements Most commonly used to account for payments ©2014 Comprehensive Finance, LLC

Reporting: Statements Most commonly used to account for payments

©2014 Comprehensive Finance, LLC

©2014 Comprehensive Finance, LLC

Move your cursor over the “Reports” tab and click on “Statements”.

©2014 Comprehensive Finance, LLC

The statements are listed in order, the top statement being the most recent.

©2014 Comprehensive Finance, LLC

Click on “Print” to download the statement in a PDF.

©2014 Comprehensive Finance, LLC

This is an example of a statement downloaded in a PDF format. You will notice each patient is listed on the left of the report.

©2014 Comprehensive Finance, LLC

This section shows the patient’s scheduled payment date as well as their original loan amount and remaining balance.

©2014 Comprehensive Finance, LLC

This section shows the principal and interest you earned for each patient as well as the fee Compassionate Finance received from the payment for managing the loan and your net total received.

©2014 Comprehensive Finance, LLC

This section shows the totals for each column.

©2014 Comprehensive Finance, LLC

To learn our recommended method to account for monthly loan payments in each patient’s ledger view the

presentation on “Posting Patient Payments” within the “Bonus Modules” section of the training.

©2014 Comprehensive Finance, LLC

Congratulations!

Click “Next Module” to take the quiz.

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