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Account Statement#1699

M

It would be very helpful for me if there was a means of printing a statement of invoices for a selected period of time. The statement for my needs would need to show all invoice transaction details in a concise manner per record. A record being each appointment transaction that fails within the selected dates.
If January 1st through 15 was selected, than the invoice for January 3rd would be listed by invoice number, service, service description, invoice amount, tax field, custom fields, etc.
New line (record) January 6th . . . same record information as example above.

Ideally we could define/customize the information to be shown for each invoice record in the same manner as we can under invoice customization. Completed feature suggestion #827.

For clients that submit to insurance for reimbursement all the details over a time period in one report is more desirable than one invoice per page. In my situation it is employee training reimbursement through goverment sponsered training programs. A single concise report is simply clearer and easier for the auditor to review, and authorize payment to the mutual client.

I am currently doing this by cut and paste into another program, and it is tedious and as my client base for this program increases it is becoming very challenging to keep accurate and address in a timely manner.

a year ago