Booking-Invoice Listing
The Booking-Invoice Listing report shows bookings within a selected date range alongside their billing status. Use it to identify bookings that have been billed, are still unbilled, or were closed as No Charge.
- To access this report, go to Reports > Booking-Invoice Listing. The Booking To Invoice Selector opens.
- Configure the filters using the sections below.
Filtering the Report
- Enter the start and end dates to limit the bookings included in the report.
- Select a location from the drop-down to limit the report to a single site, or leave it set to all locations.
- Select a doctor from the drop-down to limit the report to one provider, or leave it set to all doctors.
- The Extra Options panel controls which billing statuses appear in the report. Show Unbilled and Show 'No Charge' are ticked by default.
| Option | Includes |
|---|---|
| Show Invoiced | Bookings that have been closed and billed in the normal fashion. |
| Show Unbilled | Bookings that have not yet been billed. |
| Show 'No Charge' | Bookings that have been closed using the No Charge option. |
Run the Report
- Navigate to Reports > Booking-Invoice Listing.
- Set the Date Range.
- Select a Location and Doctor if you want to filter the report.
- Tick the billing statuses to include under Extra Options.
- Click OK to generate the report.
The report preview opens, listing each booking with its billing status for the selected period and filters.
Run the report with Show Unbilled ticked to find bookings that have not yet been billed - useful at end of day, end of week, or before closing a billing period.
The report only covers bookings. To review billed items in detail, use the Item and Fees Report or Booking Summary Report.