Billing

Viewing the Invoice Journal

DT Practice enables you to view the Invoice Journal report while performing billing. Follow the steps below to view this report from the
Billing
 screen.
  1. Choose
    Actions
     >
    Billing
    .
  2. Go to the Review tab.
    note
    If no invoices appear on this tab, you can clear the
    Unapproved only
     and
    Unposted only
     checkboxes to view a journal for invoices that have already been approved and/or posted.
  3. If you want to set report options before viewing the report, select the drop-down arrow button on the
    Journal
     button and choose
    Report Options
     from the drop-down menu.
    note
    If you created or downloaded any custom reports that are based on the Invoice Journal default report, you can view any of those reports by choosing the Select Report command.
  4. Select the
    Journal
     button to preview the report. The preview includes only the invoices that are shown on the Review tab of the Billing Screen.
  5. Use the Back button on the toolbar to return to the
    Billing
     screen.

This article applies to:

  • Product: DT Practice