Coming Soon! Open Invoice Report – Covetrus Pulse™ Help Center

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.
Reports are no longer saved. While today's date and time are the default filters, use the "Run as of" option to create a report that has a backdate as far back as when the practice data was imported into Pulse and the practice converts to the new reports.

Include: Active clients only.

Invoice status: Open.

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 Voided Payment 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:

Total Amount (open invoices)
# of Open Invoices
The interactive bar graph includes:
- Aging Total

open invoice total summary.png

The bottom part of the Open Invoice Report is the tabular section, with sortable columns.

open invoice main page.png

Sorting Columns

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.

column sort.png