Invoices Summary Report
The Invoices Summary Report provides a class-based summary of invoices that were issued over a given period grouped by Practitioner and Account classification.
Before you begin
The Invoice Summary Report displays a class-based summary of invoices that were:
- Issued
- Reversed
- Adjusted over a specified date range, and grouped by practitioner/practice:
- Reports based on the 'practice wide' option provide class-based summary totals and a practice-wide report total for all practitioners (including deactivated) displayed in the report.
- Reports based on the 'practitioner wide' option provide class-wide summary totals for each practitioner and practitioner-wide summary totals for each practitioner in the report. Additionally the report displays class-wide practice summaries for the selected practitioners.
Ancillary Information - invoice totals on this report tally with the invoice totals
displayed on the following reports for the same date range:
- Invoice Detail
- Invoice Detail items
- Income Summary
- GST
- Debtors Reconciliation (invoices section)
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 Summary 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.