Billing

Viewing WIP that was billed on an invoice

You can view the WIP billed on an invoice using the Invoice Journal report, or on the Review tab of the
Billing
 screen.

Invoice Journal Report

  1. Choose
    File
     >
    Print Reports
     and select the Invoice Journal, which is listed with the Billing reports.
  2. On the Selection tab, enter the date range of the invoices you wish to view, along with any filters needed to further narrow the selection of invoices that will be included on the report.
  3. On the Layout tab, mark the
    Include Invoice Detail
     checkbox. For each invoice, the report will print all of the WIP transactions billed on that invoice.
You can also print the Invoice Journal with WIP detail from the Review tab of the
Billing
 screen.
  1. Select the
    Journal
     drop-down in the upper right corner of the screen and select
    Options
    . The
    Options Layout
     tab opens.
  2. Mark the
    Include Invoice Detail
     checkbox.
  3. Select the
    Journal
     button again, and the application presents an Invoice Journal report showing all invoices on the
    Review
     screen. You can print this report by clicking the printer button in the header of the preview.
If you would like the Invoice Journal with WIP detail to include any comments for transactions, you can instead use a customized version of the journal, Invoice Journal with WIP Comments, which is available from the DT Practice Library portlet. Once you have imported the custom format, follow the previous instructions, choosing the Invoice Journal with WIP Comments report. If you are printing the report from the Review tab in the
Billing
 screen, select the
Journal
 drop-down and choose
Select Report
. Then select the Invoice Journal with WIP Comments report from the list.

Billing Review Tab

  1. Choose
    Actions
     >
    Billing
     >
    Review
     tab.
  2. Filter the screen as necessary to show the desired invoices.
  3. Select the
    Expand
     button next to any invoice to reveal the WIP transactions that were billed on the invoice.

This article applies to:

  • Product: DT Practice