The Invoice Summary Report provides a comprehensive, scrollable table that captures key invoice details, client information, and financial data for a selected time period. It is designed to help you quickly access, review, and manage invoice-related insights in one unified view.
📅 Selecting a Time Period
Use the Time Period dropdown at the top of the screen to filter the data shown in the report (e.g., "This Month").
🔍 Understanding the Columns
Here’s a breakdown of each column available in the report:
Column | Description |
Invoice Date | The date the invoice was issued. |
Invoice Number | A clickable link to view invoice details. |
Invoice Status | Indicates the 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 those users, often used for quick reference. |
Client ID | The unique identifier assigned to each client. |
Client Full Name | Full name of the pet owner/client. |
Patient ID(s) | Identifier(s) for the animal patient(s). |
Patient Name(s) | Name of the pet(s) associated with the invoice. |
Subtotal | Pre-tax and pre-discount cost of services/products. |
Sales Tax | Tax applied (can be negative in correction scenarios). |
Discount | Any discount applied to the subtotal. |
Product Return | Reflected as negative values where returns are issued. |
Total | The amount after all adjustments (tax, discount, returns). |
Invoice Total | The full billed amount of the invoice. |
Amount Paid | Payments received for this invoice. |
Remaining Balance | The amount still owed by the client. |
📌 Summary Row: At the bottom of the table, you’ll find grand totals for key columns like Subtotal, Tax, Discounts, Returns, Invoice Total, Amount Paid, and Remaining Balance.
💡 Tips for Navigation and Use
Scroll Horizontally: The table supports horizontal scrolling — use your trackpad, mouse wheel, or the scroll bar to view additional columns to the right.
Filter & Sort: Use the filter (🔽) and sort (⬍) icons in each column header to narrow down the data by client name, patient ID, invoice status, etc.
Quick Access: Click any Invoice Number to open that invoice directly.
Downloadable Reports: Use the Download button to export the report as a CSV or PDF for analysis or record-keeping.
❓FAQs
Q: Why are some SOAP fields blank?
A: These fields may be empty if no SOAP notes were linked or entered for that invoice.
Q: What does a negative invoice total mean?
A: This typically reflects a net credit or refund scenario due to discounts or product returns.
Q: How do I identify unpaid invoices?
A: Check the Remaining Balance column — any amount greater than $0.00 indicates an outstanding balance.