# Follow-Up on Invoices

This page provides a Kanban-style board for managing invoice follow-ups. It helps clinics track and act on unpaid invoices, especially those with approaching or overdue due dates.

Invoices are automatically added to the board based on their payment status and due date. You can then move invoices through different stages—such as contacted, payment scheduled, or resolved—using drag-and-drop.

**Configuration**

1. Invoices Flow Stages:\
   [Settings -> Glossary/Clinic Flow](https://app.dentaltap.com/en/p/settings/templates/dictionary?id=flow)

This visual workflow makes it easy to monitor outstanding balances, prioritize follow-ups, and ensure timely payment collection.

### Track Unpaid Invoices via Flow

A similar to [follow-up-visits-recalls](https://dentaltap.gitbook.io/dentaltap/follow-ups/follow-up-visits-recalls "mention") Kanban-style dashboard is available for invoices:

[Flow -> Invoices](https://app.dentaltap.com/en/p/flow/patientsInvoices)

### Track Invoices via Reports

A financial report is available that can be downloaded as a table (CSV) containing invoices, payments, and performed procedures for a selected period.

To access the report:

1. Open [Reports -> Finances](https://app.dentaltap.com/en/p/analytics/finances)

You can click on each detailed section - **Payments**, **Invoices**, **Procedures** to view, filter, and export data via table.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FvDN4FOa7VyRBsuWeAyst%2Fimage.png?alt=media&#x26;token=92f4fb7d-3438-4dc9-9296-2f7e99d7c78e" alt=""><figcaption></figcaption></figure>

### Restrict Report Access

It is very common to restrict access to reports so that not all users can view sensitive financial or clinical data.

Dentaltap allows you to control report access through user roles and permissions, ensuring that only authorized users can view or download specific reports.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://dentaltap.gitbook.io/dentaltap/follow-ups/follow-up-on-invoices.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.