Invoices Report

How to get the most from the invoices report

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

The Invoices report allows you to view all of your invoices and as with all reports in Dentally, you can apply filters to show you exactly what you are looking for.

By choosing one of the filters it allows you to focus on a type of invoice. Once a type of invoice has been chosen, the invoices in that category appear in date order with the latest invoices appearing first.

You can also choose the date range for the invoices you wish to see.

The invoices will appear in with sub-headings above. These sub-headings are:

  • the date the invoice was created

  • the reference which is the invoice number

  • the patient

  • the summary of the items on the invoice

  • the total amount of the invoice

  • the status of the invoice, showing whether it has been paid or the outstanding amount

  • the patient's current balance

Filters and why you might use them

The Invoices report can be filtered by:

Date: The date the invoice was raised

State: Whether the Invoice is paid or unpaid

Account: The state of the patient's balance - In debt, credit or settled - or 'All'

Location: For practices with multiple sites, you can filter for just the site you are looking for

By changing the combination of filters, you can find varying results which can help with your account reporting and housekeeping. Some examples:

State: All & Account: All - You can simply see all of the invoices raised over a period

State: Unpaid & Account: In debit - Genuine debts where the patient has unpaid invoices and owes you money

State: Unpaid & Account: Settled - There are unpaid invoices, however, the patient has paid the full value of what they have been charged - this will help you to find accounts where the payments have not been correctly explained against invoices.

State: Unpaid & Account: In credit - There are unpaid invoices, but the patient has paid more than they have been charged for. There are likely to be deposited which can be used against their resulting invoices.

You can export the report, to a csv file, which you can open in a spreadsheet and work with the data outside of Dentally.

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