The Invoice Line Items Report gives you a detailed, line-by-line breakdown of every item recorded in invoices for the selected time period. This comprehensive view allows you to easily track what was provided, to whom, when, and at what price - all in one continuous, scrollable table.
Filtering the Report
Use the controls at the top to tailor your view:
Time Period: Select a predefined range (e.g., "This Month") to filter by invoice line item date. This does not filter by the invoice date.
Product Category & Description: Narrow down the results based on specific service types or items used. Useful when looking for all "Medications" or a particular product name.
Understanding the Columns
Here’s what each column in the report represents:
Column | Description |
Date of Invoice | When the full invoice was issued. |
Invoice # | Clickable link to the complete invoice. |
Invoice Status | Active, Charges Completed, Checked Out |
Date of Line Item | When the specific service/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 pet who received the service. |
Patient Name | Name of the pet who received the service. |
Patient Species / Breed | Species (e.g. Canine, Avian, etc.) |
Patient Breed | Breed (e.g. Boston Terrier, Chicken, etc.) |
Description | What product/service/medication was provided. |
Product Type | Broad classification of the item (e.g., Medication, Product, etc.) |
Category | Detailed classification of the item (e.g. Herbs & Supplements, etc.) |
Medication Volume | Applicable for medications or injections, usually in tablet or liquid units. |
Quantity | Number of units used or provided (can be negative for returns). |
Selling Price | Unit price for the product/service. |
Discount Applied / Group / Note | Discount amount, category (e.g., Employee), and any notes. |
Product Return | Amount deducted due to returns or reversals. |
Subtotal | Line total before tax and additional charges. |
Sales Tax | Tax amount applied (if applicable). |
Total | Final line item total, including tax and discounts. |
Invoice Total | Grand total of the full invoice this item belongs to. |
Remaining Balance | What’s still owed on the invoice. |
Entered By | The name of the user who created or added each invoice item row - whether during treatment administration or manual entry |
Production User / Initials | The provider responsible for this line item, with initials for quick reference. |
Footer Totals: At the bottom, summary values for Product Return, Subtotal, Sales Tax, Total, Invoice Total, and Remaining Balance are automatically calculated.
How to Use This Report
Scroll Horizontally: The table extends across many columns—use the bottom scrollbar or swipe to view more data to the right.
Filter & Sort: Click on the funnel icon to filter by things like client name, species, or provider. Sort values like quantity or subtotal with the up/down arrows.
Downloadable: Hit the Download button to export the report to a CSV file or PDF for further analysis or recordkeeping.
Search for Specific Entries: Use the filters at the top to quickly isolate entries by product category or description.
Frequently Asked Questions
Q: Why is there a negative quantity or subtotal?
A: Negative values usually represent a product return or credit adjustment.
Q: What does the "Employee" discount mean?
A: This is a special discount group for internal team members, applied as per your clinic’s pricing policy.
Q: Can I see who performed each service?
A: Yes. The Production User and Initials columns tell you exactly who was responsible for each line item.
Q: Why are some fields blank?
A: Some columns are only relevant to specific types of items (e.g., medication volume may be blank for services).