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

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

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

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

4.  Click Export