What is the Invoice & Payment Report?
Tracks all invoices raised and part payments received within the reporting period. This report is key for ensuring payments are up-to-date, being in control of any unpaid invoices and highlight any issues with payments collected.
How to run the Invoice & Payment Report?
Go to Financial on the navigation menu on the left and select Invoice & Payment Report from the dropdown.
Work through the filters to ensure you are reporting on the correct parameters.
Select the reporting period by choosing your Start Date and End Date from the calendar icon.
Select the Practice/Practices.
Select the Providers.
Choose the Payor Codes.
Select the Payment Type.
Select the Invoice Category.
Click Create Report to run the data.
Viewing your Invoice & Payment Report
For each practice, the individual invoice lines with grand totals at the bottom of the report.
🚨 Important to remember: We are including any unallocated payment invoices too. The patient balance will be £0 on your patient management software. We do this to ensure all your payments are allocated as vital for your providers revenue.
What does the reporting parameters mean?
Payor Code: Allows you to filter under individual payor codes such as NHS, Private, Plan. The default is 'None specified' which indicates that no filtering on payor codes should be applied.
Payment Type:
All Invoices: All invoices will be included, regardless of paid (allocated) status.
Unpaid Invoices: Only invoices with no payment at all will be included (i.e. no allocations).
Paid Invoices: Only fully paid invoices will be included (i.e. fully allocated).
Part Paid Invoices: Only invoices with an amount paid value less than the invoice amount will be included (i.e. partially but not fully allocated).
Unpaid and Part Paid Invoices: Shows both unpaid and part paid invoices on the one report.
Invoice Category:
All: No additional filtering - both patient and payor invoices will be included.
Patient: Only patient invoices will be included.
Payor: Only payor invoices will be included.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.