NextGen Knowledge Center

Print A/R Charts from the Advisor

You can print charts from the Accounts Receivable section on the Advisor window. The data displayed in the chart is dependent on the Date Range selected.

  1. Access the Advisor Access the Advisor.
  2. In the Accounts Receivable section, select the desired Date Range.
  3. To print the entire chart with total charges, payments, adjustments and refunds, do one of the following:
    • Select the Print Chart link.
    • Right-click the chart and select Print Chart.

    The chart prints to the Default Printer defined in General User Preferences > Printing, or Practice Preferences > Printing.
  4. To print only the charges, payments, adjustments or refunds section of the chart, select the desired section. For example, select Total Payments.
    The Detail window appears.
  5. Do one of the following:
    • Select the Print Chart link.
    • Right-click the chart and select Print Chart.

    The chart prints to the Default Printer defined in General User Preferences > Printing, or Practice Preferences > Printing.