Creating and exporting the Spreadheet by Invoice Report

The Spreadsheet by Invoice Report provides valuable information on paid and unpaid invoices alike in a CVS export. Because you can choose a specific date range and/or a specific client, labs often use it for requested DSO or group practice reporting. Easy editing makes this a simple report to use as a statement for clients that want each doctor to have their own statement.  It's the only report that includes payment references--such as credit memo numbers; it's also the only report with payment memo information with the exception of the Custom Invoice Report (Click here for information).

 

1.Go to Billing > Invoice

From Billing Dashboard click Invoices

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OR from the Navigation Bar click thedrop down arrow next to Billing and choose Invoices

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2. Click on Export and choose Spreadsheet (by invoice) from the drop down menu

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3. Enter the date range, Client name, and click Search.  

*Not choosing a date range defaults to all invoices Not choosing a client defaults to all clients.  

*You cannot run the report by group

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4.  Click Export

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