Display work-in-process (WIP) billed on an invoice
You can display the WIP billed on an invoice using the Invoice Journal report, or on the
Review
tab of the Billing
screen.Invoice Journal report
- SelectFile,Print Reports, then theInvoice Journal, which is listed with theBillingreports.
- On theSelectiontab, enter the date range of the invoices you want to display, along with any filters needed to further narrow the selection of invoices to include on the report.
- On theLayouttab, mark theInclude Invoice Detailcheckbox. 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.- SelectOptionsfrom theJournaldropdown.
- Mark theInclude Invoice Detailcheckbox.
- SelectJournalagain, and the application presents an Invoice Journal report with all invoices on theReviewscreen. You can print this report by selecting the printer icon.
If you want the Invoice Journal with WIP detail to include any comments for transactions, you can instead use
Invoice Journal with WIP Comments
, a customized version of the journal, available from the Practice Library portlet. Once you have imported the custom format, follow the previous steps, selecting the
Invoice Journal with WIP Comments
report. If you're printing the report from the
Review
tab in the Billing
screen, select the Journal
dropdown, Select Report
, then Invoice Journal with WIP Comments
report.Billing Review tab
- SelectActions,Billing, then theReviewtab.
- Use filters to display the invoices.
- SelectExpandnext to any invoice to display the WIP transactions billed on the invoice.
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