This report lists all patients with an installment plan (payment plan) added to the system.

Note: The C8 report displays only those installments with the status NEW, ACTIVE, and PERIOD_COMPLETE.


1. The C8 report displays those installments with an installment status of either NEW, ACTIVE, or PERIOD_COMPLETE. These installments have lines with the sub-status ‘INSTALLMENT’. Installments with statuses in PAID, PRE_CLOSURE, and INACTIVE do not have their lines in the INSTALLMENT sub-status and hence will not appear in this report.

2. The C8 Report has a column to determine whether recurring is enabled for the installment.


1. Provide the end date range as ‘Month-To-Date’  to list the installments ending in the current month.

2. Provide a patient name to view all installments received by the patient. (Paid, pre-closed, and inactive installments will not be listed.).

Search Filters of C8 Report

Field Description
Start Date Provide an installment start Date range
End Date Provide Installment End Date range
Last Statement Date Provide date range for the last statement generated
Patient Provide patient name to view installment details of a specific patient
Installment# To view results of a specific installment
Installment status To view installments in a specific status, select one from the installment status drop-down


Search Screen of C8 Report

Sample C8 Report

Possible Outputs of C8 Report

Fields In the Excel output of C8 Report

PDF output