Invoices – Open Items

Description:

This report displays open invoices that must still be billed or are awaiting payment. The report includes the client’s name, performed visits, the amount and total balance.

Use:

This report can be used to quickly reference open invoices associated with a client who has had visits performed for them.

Limitations:

Filters

This report can be filtered by:

Field	Description
Company	Use this dropdown to select the company.
Location	Use this dropdown to select the location.
Admit Type	Use this dropdown to select the admission type.
Team	Use this dropdown to select the team.
Payor	Use this dropdown to select the payor.
Clients	Use this dropdown to select the client. Using a partial term returns all results matching the term.
Date From	Use this field to search for clients beginning on this date.
Date To	Use this field to search for clients ending on this date.

Report Output

Each column of the report displays:

Field	Description
Invoice #	Displays the invoice number.
Invoice Date	Displays the invoice date.
SVC / EC	Displays the service or event code.
DOS	Displays the date of service.
Payor	Displays the payor.
Billed	Displays the date that the invoice was billed.
Paid	Displays how much of the invoice has been paid.
Type	Displays the billing type.
Balance	Displays the remaining invoice balance.

Sample Report

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB