Using the Invoice Report

Here's how you can access a report showing all clinic invoices within a specific date range. In this report, additional information can also be found, including tax amounts, write-offs, and outstanding balances.

  1. Log in as Admin.
  2. Click on Reports (top left header).
  3. Click on Invoices.
  4. Filter by Date and Location.
  5. Apply Filter.

Important Note: If you would like to download this information, it will be downloaded as a CSV file.

Practitioner Specific Event Reports

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Customize Sales/Events Report

Daily Transaction Report

Discount Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

Appointment Status Report

Patients without Appointments Report

Patient Birthdays

Here's how you can access a report showing all clinic invoices within a specific date range. In this report, additional information can also be found, including tax amounts, write-offs, and outstanding balances.

  1. Log in as Admin.
  2. Click on Reports (top left header).
  3. Click on Invoices.
  4. Filter by Date and Location.
  5. Apply Filter.

Important Note: If you would like to download this information, it will be downloaded as a CSV file.

Here's how you can access a report showing all clinic invoices within a specific date range. In this report, additional information can also be found, including tax amounts, write-offs, and outstanding balances.

  1. Log in as Admin.
  2. Click on Reports (top left header).
  3. Click on Invoices.
  4. Filter by Date and Location.
  5. Apply Filter.

Important Note: If you would like to download this information, it will be downloaded as a CSV file.

Practitioner Specific Event Reports

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Customize Sales/Events Report

Daily Transaction Report

Discount Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

Appointment Status Report

Patients without Appointments Report

Patient Birthdays

calendar date picker

Get started with Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice
calendar date picker

Get started with
Noterro today!

Run your practice with less stress and more control.

No credit card required. Available 1-on-1 support.

Invoice

Get started with
Noterro today!

Run your practice with less stress and more control.

No credit card required. Available 1-on-1 support.

calendar date picker
invoice