We run a monthly report showing all activity for the month. (This is thru the day sheet reporting function in our practice management program.) At the end of the report it gives a summary of all activity, including all payments received. We give the provider a copy of this report (if they want it) along with an invoice that we printed using quick books. The invoice is very basic, it just shows the date, and the amount due for our service. If they still owe from a previous month, then it also shows that along with a finance charge. The report has all the details.
Michele