Legacy receipts for a specific period of time

  1. Login as Admin.
  2. Click Billing Activity and then on "Looking for Legacy Finance Report" (top right)
  3. Enter a start date, and end date.
  4. Select Search
Have more questions? Submit a request


  • 0
    Julie Austin

    Some of my schedules appointments are not showing up in my finances. What may be causing this to happen?

  • 0
    Lana Shubina LMT 15310

    It was much better before to print financial report at the end of the month. What did happen to it now?

  • 0
    Rebecca Quiring

    If a therapist accidentally double issues a receipt how do you delete one? 


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