Billing

Viewing the Invoice Journal

Digita Practice Advanced 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. Click 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, click 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. Click 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. Click the Back button on the toolbar to return to the Billing screen.

This article applies to:

  • Product: Digita Practice Advanced