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Display work-in-process (WIP) billed on an invoice

You can display the WIP billed on an invoice using the Invoice Journal report, or on the
Review
 tab of the
Billing
 screen.

Invoice Journal report

  1. Select
    File
    ,
    Print Reports
    , then the
    Invoice Journal
    , which is listed with the
    Billing
     reports.
  2. On the
    Selection
     tab, enter the date range of the invoices you want to display, along with any filters needed to further narrow the selection of invoices to include on the report.
  3. On the
    Layout
     tab, mark the
    Include Invoice Detail
     checkbox. For each invoice, the report will print all of the WIP transactions billed on that invoice.
You can also print the Invoice Journal with WIP detail from the
Review
 tab of the
Billing
 screen.
  1. Select
    Options
     from the
    Journal
     dropdown.
  2. Mark the
    Include Invoice Detail
     checkbox.
  3. Select
    Journal
     again, and the application presents an Invoice Journal report with all invoices on the
    Review
     screen. You can print this report by selecting the printer icon.
If you want the Invoice Journal with WIP detail to include any comments for transactions, you can instead use
Invoice Journal with WIP Comments
, a customized version of the journal, available from the Practice Library portlet.
Once you have imported the custom format, follow the previous steps, selecting the
Invoice Journal with WIP Comments
 report.
If you're printing the report from the
Review
 tab in the
Billing
 screen, select the
Journal
 dropdown,
Select Report
, then
Invoice Journal with WIP Comments
 report.

Billing Review tab

  1. Select
    Actions
    ,
    Billing
    , then the
    Review
     tab.
  2. Use filters to display the invoices.
  3. Select
    Expand
     next to any invoice to display the WIP transactions billed on the invoice.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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