Run an Auto Receipts
Home ribbon bar > 
Reporting > Financial > Auto Receipt Review > Run. (You can also search for the report you want to work with.)
Click Reporting from the Reporting section of the Home ribbon bar.
Expand the Financial reports section (if needed), and select the Auto Receipt Review report. Click Run.
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
You can also run this report by clicking Print from the Auto Receipts review window. See "Post Auto Receipts" for details.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included.
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the 
Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Dates - (Optional.) Enable the Select by Due Date option, then choose the dates to include on the report. If this option is disabled, all pending auto receipts will be included.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Date - This report includes auto receipt payments due on or before the current date.
Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.
Open patient / RP folder - While viewing the report, you can click a patient or responsible party name that appears on the report to open that party's record.
Report column descriptions
Description - This column shows you the payment description that will be used when the auto receipt is posted to the account. For security reasons, the entire credit card number is not included in the description.
Balance - This is the total balance left on this account, not necessarily the amount currently due.
Exp date - This is the expiration date of the credit card (if any) that will be used to post the payment.
Post the receipts - Once you post auto receipt payments, they no longer appear on this report. .
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
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