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.
