Invoices Detail Items Report
The Invoices Detail Items report is a detailed item-wise listing of invoices that were issued over a given period grouped by Practitioner and Account classification.
Before you begin
The Invoice Detail Items report provides a detailed item-wide listing of invoices:
- Issued,
- Reversed,
- Adjusted over a specified date range, and grouped by practitioner, account
classification, and patient;
- Reports based on the 'practice wide' option display class-wide report totals and practice- wide report totals for all practitioners (including deactivated)
- Reports based on the 'practitioner wide' option provide class- wide invoice totals for practitioners, and each practitioner's invoice totals. Additionally the report displays a class-based practice summary of the selected practitioners.
Ancillary Information - invoice totals on this report tally with the invoice totals on
the following reports for the same date range;
- Invoice Summary
- Invoice Detail
- Income Summary
- GST
- Debtors Reconciliation (invoices section)
Invoice transactions on this report tally with invoice transactions on the following
reports for the same date range;
- Invoice Detail Items
- Income Analysis
- Income Analysis Detail
- Invoice Audit Trail
About this task
Tip:
If generating a report with more than 3
years of data, export to a CSV file.
Procedure
-
Either:
- Click
- Press Ctrl + P
- Select
- Click
-
The Print Report window appears.
-
Select Invoices Detail Items Report from the list of reports and click Next The window appears.
- Enter a date range.
- Indicate other options as desired.
- Indicate which practitioners you want to print data for.
- Click Next when you are ready to proceed.