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


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. 

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