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Invoice Summary Report

Summarizes invoices, providing an overview of total sales and services within a time frame.

Updated over a week ago

Purpose

The Invoice Summary Report provides a comprehensive, scrollable table of key invoice details, client information, and financial data for a selected time period. Use it to quickly review and manage invoice-related insights in one unified view.


Filters

Filter

Description

Time Period (Required)

Select a predefined range (e.g., This Month) to filter the report by invoice date.

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


Report Columns

Column

Description

Invoice Date

Date the invoice was issued.

Invoice Number

Clickable link to view invoice details.

Invoice Status

Status of the invoice (e.g., Active, Checked Out).

SOAP ID(s)

Unique identifiers linked to associated SOAP notes.

SOAP Status(es)

Status of SOAP records (e.g., Locked, Active, Boarding).

Production User

Names of team members involved in creating the invoice.

Production User Initials

Initials of production users for quick reference.

Client ID

Unique identifier for the client.

Client Full Name

Full name of the client.

Patient ID(s)

Unique identifier(s) for the patient(s).

Patient Name(s)

Name(s) of the pet(s) associated with the invoice.

Subtotal

Pre-tax and pre-discount total of services and products.

Sales Tax

Tax applied to the invoice (negative in correction scenarios).

Discount

Discount amount applied to the subtotal.

Product Return

Negative values for returned items.

Total

Final total after tax, discounts, and returns.

Invoice Total

Full billed amount of the invoice.

Amount Paid

Payments received for this invoice.

Remaining Balance

Amount still owed by the client.

Footer Totals – At the bottom of the table, totals are calculated for Subtotal, Sales Tax, Discounts, Product Returns, Total, Invoice Total, Amount Paid, and Remaining Balance.


Export Options

  • Download (PDF/CSV) – Export the full report.

  • Table Specific CSV Download – Export only the visible table for use in spreadsheets.


Tips for Use

  • Scroll horizontally – Use your mouse, trackpad, or scrollbar to view additional columns to the right.

  • Filter & sort – Use the filter and sort icons in column headers to narrow or order data.

  • Quick access – Click an Invoice Number to open that invoice directly.


FAQs

Why are some SOAP fields blank?
They may be empty if no SOAP notes were linked or entered for that invoice.

What does a negative invoice total mean?
It usually indicates a net credit or refund due to discounts or product returns.

How do I identify unpaid invoices?
Check the Remaining Balance column. Any amount greater than $0.00 indicates an outstanding balance.

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