Invoices Detail Report
The Invoice Detail 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 Report displays a class-wide summary of invoices that were:
- Issued
- Reversed
- Adjusted over a specified date range and grouped by practitioner/practice,
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 each practitioner, each practitioner's invoice totals, and additionally displays a class-wide practice summary of the selected practitioners.
Ancillary Information - invoice totals on this report tally with the invoice total
displayed on the following reports for the same date range:
- Invoice Summary
- Invoice Detail Items
- Income Summary
- GST
- Debtors Reconciliation (invoices section)
Invoice transactions displayed 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 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.