Printing the Ledger for an Order

The Ledger provides detailed transaction information for an order, including patient balances and payments, insurance balances and payments, and any adjustments that were made. You can print the Ledger from the Invoiced tab in Material Orders.

You can also view and print the Ledger from the Transactions tab in Material Orders. For more information, see Viewing the Ledger for an Order Associated with a Transaction.
  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Invoiced tab.
  3. Locate the order and select Ledger from the Print drop-down list.

    4. The Ledger opens in a new window.

  4. If the Ledger does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
  5. Click Print to print the Ledger.