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Billing Report - Completing Invoices

Overview

Once invoices have been built on the Calculate Billing/Payroll page, the reports are available under the Billing Report page. On this page, they can be completed, reviewed, and also accessed later. 


Completing Invoices


On the Billing Report (Client) Screen we can view the invoices as PDFs. Choose the Date From and Date To you would like to search for.


Choose if those dates are the visit date or invoice date (the date you created the invoice), adjust any other filters if desired, then click the turquoise View Report button.



*New* update: The View Report button and Complete button has now been changed to turquoise for easy access. 



You can view the invoices as PDFs by doing two different methods:

By clicking Pdf in the row of the client's name you are looking for.


Or by selecting invoices (more than one if desired) and clicking the button Create Invoice PDF.


If you see something wrong, we recommend the following approach:





To email the invoices, select the completed invoices, then click the Email Invoices To Client button. Please note you will need to have a working email registered to the client for this button to function. If you do not have the email invoices button configured in your environment, reach out to Ankota to have it turned on.


For more reports, see Downloadable Billing Reports.