Credit Invoice & Patient Advance Reports
Track patient receivables and prepayments in AndroHealth HIMS — the Credit Invoice Details and Patient Advance Details reports show balances, aging analysis, and patient- or invoice-wise views with print and Excel export.
AndroHealth gives finance teams two reporting screens to manage patient money: Credit Invoice Details tracks services delivered before payment (receivables), and Patient Advance Details tracks prepayments and deposits. Both offer patient- and invoice-wise views, filters, aging analysis, and print/Excel export for proactive collections and clean reconciliation.
Credit Invoice Details
Go to Admin Console → Billing → Credit Invoice Details. The list opens on the current month by default; the patient filter works like the global patient search, and you can switch between patient and invoice views with a toggle.
Patient-wise view
This view lists every patient with credit invoices, with a stats section that reflects your filters:
- Opening Balance — pending payments before the selected period's start date
- Credit generated — total credit invoices created in the period
- Paid — amount paid against credit in the period
- Remaining Balance — outstanding at the end of the period
An aging timeline breaks the remaining balance into brackets — current, 60, 90, and 120+ days — so you can prioritize collections. A patient with unpaid balances from earlier periods still appears (under Opening Balance) even if they took no new credit in the selected range.
Expand a patient to see their individual credit invoices, and drill into any invoice to view its transactions.
Invoice-wise view
Turn on the view toggle to list every credit invoice generated in the period instead of grouping by patient. The Received column shows payments received within the selected period.
Print & export
Print a global report from the search-criteria bar, or a per-patient report from the row. You can also export to Excel, globally or per patient.
Patient Advance Details
Go to Admin Console → Billing → Patient Advance Details to track prepayments and deposits patients have made for future treatments.
Like the credit report, it supports filters, patient- and invoice-wise views, and print/Excel export — giving you a clear picture of advance balances and how they are utilized.
Where this appears
- Admin Console → Billing → Credit Invoice Details
- Admin Console → Billing → Patient Advance Details
Common questions
What is the difference between credit invoices and patient advances?
Credit invoices track services delivered before payment (receivables); patient advances track prepayments and deposits.
How does the aging analysis work?
Remaining balances are split into current, 60, 90, and 120+ day brackets to prioritize collections.
Can I export the reports?
Yes — print or export to Excel, globally or per patient.
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