Export a Billing Report as a PDF for your records or your accountant. It includes every invoice in the date range you’ve chosen.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
Steps
1. Choose the dates you want the report to cover.
See Choose the dates in The Billing and Payments page.
2. Click Export at the top of the page.
The button shows Exporting… while the report is created.
3. Open the report.
The Billing Report is downloaded as a PDF. It shows:
Your practice name, address, email, phone and fax at the top.
Range: the dates the report covers. Transactions: the number of invoices. Collected: the total paid. Outstanding: the total not yet paid.
A table of invoices with the Issue Date, Invoice #, Client, Service, Amount, Status and Payment Type.
