A5 – Invoice Style

A5 – Invoice Style

Estimated reading time: 3 min

Overview

The Invoice Summary Report produces a list of individual invoices with itemized charges created on the system for the time period specified.

The ‘Invoice Style’ Invoice Summary Report is the simpler of the two A5 reports. It provides an itemized list of all invoices per Client for a specified time period. You can restrict the list of invoices by Veterinarian, Cost Center, and Clinic.

Accessing The Invoice Summary Report

  1. Go to the RxWorks Task Panel.
  2. Select ‘Reports’ from the “toolbar”.
  3. Select ‘A: Cash Reconciliation & Banking Lists.’
  4. Select ‘Invoice Style’ under the ‘5 Invoice Summary’ heading.

The Invoice Style dialog will appear.

About the Invoice Summary Report

Invoice Summary reports are extremely useful for tracking the performance of individual staff members, including new employees, and invaluable for auditing production bonuses.

The reports display (in user-specified amounts of detail) all of the invoices created for each Client. Itemized charges are listed, allowing a full audit of all products and services sold. This allows auditing of staff members’ invoicing accuracy down to the mL of medication. You can restrict this report to a particular doctor or cost centre, and even to a particular transaction type using the Detailed Style.

Notice the report shows:

  • Invoices grouped by Client
  • Detailed sales information, including total sales for the given time period
  • What The Report Does

    This report produces a list of individual invoices with itemised charges created on the system for the time period specified.

    When To Run The Report

    This report can be run at management’s discretion. Daily review can be time consuming, while long-term auditing can be cumbersome, due to the level of detail provided. Taking random samplings of invoices serves to save time when auditing multiple staff members, while a more thorough review can be done for new or inexperienced ones.

    Things To Watch For

    Unless you choose to Use the Transaction Date, invoice information will be based on the date and time the transaction is entered into the system.

    The Report Window

    Date Range

    This is the time period for which invoices will be shown. Set the ‘From’ and ‘To’ dates and times accordingly.

    Options

    Use Transaction Date

    Check this if you want to run the report based on the dates the transactions occurred.
    In most cases, you will not want to do this, because, typically, the date relevant to your financial records is the date the transaction was entered into the system and, most likely, the date money exchanged hands or an invoice was created. You might use this feature if you want to locate the actual date of the transaction, such as in situations where you remember some financial details about a medical procedure, but cannot remember which day of the week it was performed during a busy week.

    Further Restrictions

    Vet

    Narrow the list of invoices to only those with a specific veterinarian attached.

    Cost Center

    Narrow the list of invoices to only those with a specific cost centre indicated.

    Transaction Type (Detailed Style)

    Narrow the list of invoices to only those with a specific transaction type charged, e.g. ‘Surgery’, ‘Dental Care’, etc.

    Clinic (for multiple-branch clinics)

    Narrow the list of invoices to only those done within a specified clinic.

    Viewing Options

    Preview Button

    This opens the report in a preview window, from which you can review it, then save and/or print it.

    Print Button

    This prints the report on the Crystal Reports default Page Style unless otherwise specified.

    Excel Button

    This opens the report in Microsoft Excel as a spreadsheet.

    Export Button

    This allows you to export to the following file types (some of the file types are available via the other viewing options):

  • Adobe Acrobat (PDF)
  • Crystal Reports (RPT)
  • HTML 3.2
  • HTML 4.0
  • Microsoft Excel 97-2000 (XLS)
  • Microsoft Excel 97-2000 – Data only (XLS)
  • Microsoft Word (RTF)
  • Microsoft Word – Editable (RTF)
  • ODBC
  • Record Style – Columns with spaces (REC)
  • Record Style – Columns without spaces (REC)
  • Report Definition (TXT)
  • Rich Text Format (RTF)
  • Separated Values (CSV)
  • Tab Separated Text (TTX)
  • Text (TXT)
  • XML
  • PDF Button

    This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.

    Setup

    This opens a dialog in which you can change the page style of the report.

    Cancel

    This returns you to the Reports page without creating a report.

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