Purpose

The Invoice Line Items Report provides a detailed, line-by-line breakdown of every item recorded in invoices for the selected time period. It allows you to track what was provided, to whom, when, and at what price - all in one continuous, scrollable table.

Filters

Filter	Description
Time Period (Required)	Select a predefined range (e.g., This Month) to filter by the date of the invoice line item. This does not filter by the invoice date.
Product Category (Optional)	Narrow results to a specific category (e.g., Medications).
Product Description (Optional)	Search for a specific item by name. When used with Product Category, the category filter is prioritized. For best results when searching for a single item, use the description filter only.

After selecting filters, click View Report. Use Clear to reset all selections.

Report Columns

Column	Description
Date of Invoice	Date the full invoice was issued.
Invoice #	Clickable link to the complete invoice.
Invoice Status	Active, Charges Complete, or Checked Out.
Date of Line Item	Date the service or product was provided or added to the invoice.
Client ID	Unique ID of the pet owner.
Client Name	Full name of the pet owner.
Patient ID	Unique ID of the patient who received the service.
Patient Name	Name of the patient who received the service.
Patient Species	Species of the patient (e.g., Canine, Avian).
Patient Breed	Breed of the patient (e.g., Boston Terrier, Chicken).
Description	Name of the product, service, or medication provided.
Product Type	Broad classification (e.g., Medication, Product).
Product Category	Detailed classification (e.g., Herbs & Supplements, Food).
Medication Volume	Volume or unit measure for medications/injections.
Quantity	Number of units provided (negative for returns).
Selling Price	Unit price for the product or service.
Discount Applied / Group / Note	Discount amount, category (e.g., Employee), and notes.
Product Return	Amount deducted due to returns or reversals.
Subtotal	Line total before tax and other charges.
Sales Tax	Tax amount applied.
Total	Final total for the line item, including tax and discounts.
Invoice Total	Grand total of the invoice this item belongs to.
Remaining Balance	Amount still owed on the invoice.
Entered By	User who created or added the item, either during treatment or manually.
Production User / Initials	Provider responsible for the line item, with initials.

Footer Totals – At the bottom of the report, summary totals are automatically calculated for Quantity, Discount Applied, Product Return, Subtotal, Sales Tax, Total, Invoice Total, and Remaining Balance.

Export Options

Download (PDF/CSV) – Export the entire report.
Table Specific CSV Download – Export only the visible table for use in spreadsheets.

Tips for Use

Scroll horizontally – The table extends across many columns; use the scrollbar or swipe to view more data.
Filter & sort – Click the funnel icon to filter and the up/down arrows to sort values like quantity or subtotal.
Search efficiently – Use the description filter alone when looking for specific products.
Review historical data carefully – Categories reflect their structure during the selected period.

FAQs

Why isn’t my product description filter returning expected results?
Make sure you’re using the top-level filter, not column filters. If a product category is also selected, it will take priority over the description filter. Check input formatting for multiple product variations.

Why can’t I see past data for a category?
If a category was created or changed after the selected date range, historical data will not appear under its current name.

Why do I see negative quantities or subtotals?
Negative values indicate product returns or credit adjustments.

What does the "Employee" discount mean?
A special discount group for team members, applied according to clinic policy.

Can I see who performed each service?
Yes. The Production User and Initials columns identify the responsible provider.

Why are some fields blank?
Some columns only apply to specific item types (e.g., medication volume may not apply to services).