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.