The Open Invoice Report leverages state-of-the-art reporting technology for improved performance—both in speed and data quantity. Possible uses of the Open Invoice Report include:
- Ensuring all invoices are closed before period-end reporting.
- Before end of shift, quickly identify open invoices and close as needed.
- Identifying if certain providers are not following best practices for closing invoices.
Accessing the Report
- Go to the Menu > Reports > New Pulse Reports.
- Click on Open Invoice Report.
Report Details
Initially, the Open Invoice Report generates a dashboard and a list of invoices that have not been closed, including the date, invoice number, client name, phone number, and total. The defaults are based on the Run as of, Active client only, and the invoice status parameters.
Printable View - Changes the screen to a view that can be printed or exported.
Default Parameters: Run as of: Today's date and current time. Include: Active clients only, Inactive Client only, or both. Client Classifications and Client Statuses do not have default values as these fields are defined by the practice. Practices: This parameter will only be displayed if your practice is part of a group of practices. It will allow the user to select which practice to run for the Open Invoice Report.
Note: These parameters can be changed by selecting different values. |
Bookmarks
Bookmarks can be used to save the current view and can be named to easily remember the view, such as “End of Month Close”. They are available on the main New Reports page, the Open Invoice Report page, and the Printable View page. For more detailed information about using bookmarks, refer to the topic New Pulse Reports.
Note: Bookmarks are specific to the user, not the device, so the user can go to another laptop/computer and still have access to the bookmarks.
Report Dashboard
The Report Dashboard highlights key data so the user can quickly understand the status of Open Invoices. This includes:
The lower part of the Open Invoice Report is the tabular section, with sortable columns.
Sorting Columns
By default, the Open Invoice Report sorts the data by the invoice total in descending order. However, reports with tabular columns can easily sort data by clicking on a column header. Move your mouse over any column header and click the mouse to change the sort order. The black triangle indicates if the column is sorted in ascending or descending order.
Sorting by Multiple Columns
Use the shift key to sort by more than one column. For example, you may want to sort the data first by the Client Name then by the Total.
- Click on one column (i.e., Client Name).
- Hold down the shift key as you click on any additional columns to sort the data (i.e., Total).
Print Report
To print the report, export the data to a .pdf, .xlsx, or .csv, then print.
- Click on the Print Report button at the top-right of the page.
Note: If a user updates the filter regardless if it is on the Dashboard then clicking Print Report, or if the filter is updated within the printable view, the report will take a moment to load the updated filters into the report print page.
Exporting
On the Print Report view:
- Export to Excel®, PDF, or Comma Separated Values to print the report.
- Email functionality will be available at a future time.
The image below is the report exported to PDF. From this screen, the practice can print the report.
Go to Reports
The Go to Report link will go back to the main Voided Payment Report screen.
The Go to Reports link will return the user to the main list of New Pulse Reports.
Note: The legacy reports are still available for use. Go to the Menu > Reports > Reports to generate a legacy report.
Related Articles
Accounts Receivable Statement Report
Accounts Receivable Aging Report