This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
If you offer payment plans, you can run reports on past due payment plan orders or all payment plan orders
Go to Financials > Orders
Select Download Reports
Select Export Payment Plans or Export Past Due Payment Plans and download
In both reports, you will see the following information listed in a spreadsheet:
Order Number
Payment Method
Status
Bill Date
Amount
Amount Refunded
Amount Net
Client Name
Client Email
Student Name
Student School