Billing Reports
There are three reports you can run within the Billing module
- Invoice Pre-Post
- Billing Report
- Consolidated
Invoice Pre-Post (Draft Invoice)
This report show a draft invoice which can be used to validate the billing information is correct before creating the final invoice within the Billing module.
NOTE: Invoice Pre-Post report does not include a date or invoice number. Use it to check that your invoices are correct before you post and assign the invoice date and number.
Report Options:
Style:
Detail tab:
| Sample of Invoice Pre-Post Report
|
Billing Report (Detail or Summary)
This report can show detail or summary information for each Client/Payer. You can find this report under Billing Calculated or Posted Billing tabs within the Billing module.
Report Options:
Style:
Grouping tab: (Group By / Summary / Sort)
Detail tab: (All are checked by default)
| Sample of Billing Report
|
Consolidated (Summary)
This report can show detail or summary information for each Client/Payer. You can find this report under Billing Calculated or Posted Billing tabs within the Billing module.
Report Options:
Style:
Details:
| Sample of Consolidated Report
|
