To Be Invoiced Report (Billing)
View a detailed report of services to be invoiced for your practice. Each record in this report contains the following information
Permissions
Administrators will see all services to be invoiced for all clinicians within the practice. A clinician will only see their own services when viewing this report
Report Columns
- Client Name
- Appointment Status
- Service Date(s)
- Service Code
- Service Description
- Service Rate
- Clinician Name
All reports can be exported to Excel or PDF
1. Getting started
Navigate to the Billing area of TherapyZen
2. Locate the to-be-invoiced report
Filter your results by date range or by clinician.
