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

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

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