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Viewing your practice's full billing history

Practice Manager only

The Billing History page is used to view a summary of all the practice’s posted bills. By default, the list is sorted by bill number.

Select Billing > Billing History > All on the toolbar to open the Billing History page.

You can:

  • report on the selected bill using Run draft internal bill report on the TASKS bar.

  • preview a bill using Preview on the TASKS bar.

  • sort by columns.

  • analyse the report with Microsoft Excel.

  • export the report to another file format.

The Billing History page contains a Preview option on the TASKS bar that can be used to view the bill in Microsoft Word. From within Microsoft Word, the bill can be printed.

Printed bills can be viewed and reprinted from the Bills tab of the relevant Client page or Assignment Details page (AE) in the Full Billing History section, if required.

If you click a client name in the list, the Bills tab for that client will be displayed. You can refresh the list by clicking Refresh on the TASKS bar.

You can also group bills that are listed on the page.

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