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


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


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


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


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.


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


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.


This section shows the totals for each column.


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.


Congratulations!

Click “Next Module” to take the quiz.

Next Module

Documents

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