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

  1. Either:
    • Click
    • Press Ctrl + P
    • Select Reports > Print
  2. The Print Report window appears.

  3. Select Invoices Detail Report from the list of reports and click Next The Print Invoices Detail > Report window appears.

  4. Enter a date range.
  5. Indicate other options as desired.
  6. Indicate which practitioners you want to print data for.
  7. Click Next when you are ready to proceed.

Results