Appointments Not Invoiced

This articled describes steps required to run the Appointments Not Invoiced Report .

Run the report

  1. Click on the Reports module.
  2. Click Appointments Not Invoiced.
  3. Click Display Appointments.

This report finds ALL appointments without an Invoice assigned. In your practice there maybe appointments that do not need to be invoiced and hence these appointments will display in this list.

Create an invoice from here

  1. Click on the ... in the Go to Appointment column.
  2. This will open the Appointment Book and select the relevant Appointment to be invoiced.
  3. Invoice in the usual way.

Filter the report

Use the Filter or Group By options to manipulate the report as required. For example, create a custom filter to filter out an appointment type that does not need invoicing.

  1. In Item Description click on the Push Pin (top right of the column heading).
  2. Select Custom.
  3. Select Is Not Like from the drop down.
  4. Type in the Item Description to exclude ( this needs to be exact).
  5. Click Ok.

The list should now exclude any appointments that do not need to be invoiced.