The Incomplete Invoices report produces a list of Visits or Consults that have not been completed in the system and have therefore not been finalised as an invoice.
Accessing The Incomplete Invoices Report
The report dialog will appear.
About the Incomplete Invoices Report
Incomplete Invoice reports are essential for maintaining accurate records, as well as maximising profitability.
The reports keep track of every Visit/Consult that is not completed. In some cases, this is intentional, such as keeping a multi-consult visit open for the duration of an animal’s hospital stay. In many cases, though, it is because a staff member forgot to complete the Visit/Consult. Capturing that small fraction of Visits that are otherwise mistakenly left open is crucial for maintaining a profitable practice.
What The Report Does
This report produces a list of Visits or Consults that have not been completed in the system and have therefore not been finalised as an invoice.
When To Run The Report
This report should be run at least monthly, before a monthly account run, to ensure all the work performed in the month is properly invoiced. However, it might be advantageous to run it as much as once per day, before closing the till.
Things To Watch For
The number provided in the report is the Consult Number. To locate the incomplete Visit, navigate to the Visit Tab, click Find in the menu ribbon, and enter this number.
The Report Window
This is the time period for which any incomplete invoices will be shown. You can select a common Date Range from the upper most dropdown box, such as ‘This Week’, ‘This Month’, ‘Last Account Period’, etc. When a Date Range is selected, the two dates below (start date & end date) will adjust accordingly. You can also set the start & end date fields manually.
Restrict To Clinic
This will restrict your till balance to the selected clinic. (Branch clinics only).
This opens the report in a preview window, from which you can review it, then save and/or print it.
This prints the report on the Crystal Reports default Page Style unless otherwise specified.
This opens the report in Microsoft Excel as a spreadsheet.
This allows you to export to the following file types (some of the file types are available via the other viewing options):
This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.
This opens a dialog in which you can change the page style of the report.
This returns you to the Reports page without creating a report.