It would be really useful to have a report that can be printed for a date range (perhaps with additional filters if required) to provide a list of all appointments that have not yet been invoiced. At present one needs to look at each appointment in each week of a month to see if there are appointments that have not been invoiced. It would be much more effective if a report with unbilled appointments could be printed monthly for our accountant.
Hi, @rjlaxton. I have a solution for you that will allow you to generate a list of appointments that have been unbilled for your accountant !
What you’ll need to do is generate an appointments export:
- Head to Settings → Data & docs → Data Exports
- Select “Appointments”, and set the date range of appointments you’re after
- Click “Export Data”
- Once the file finishes generating, download it (by clicking on the name of the data export) and open it in Excel.
You’ll then have a column for Invoice Number. If the column is empty, that means an Invoice has not yet been created.
You’ll be able to sort/filter by the Invoice Number column which will allow you to generate a list of unbilled appointments (which you can send/provide to your accountant).
If you run into any problems with the above, reach out to the support team via Help → Chat with Us and we’ll be happy to help.
Thank you, Rachel. I have done this. I shall come back to you if I have any further questions re this.