Invoices List

To work with your Invoices, you will use the Invoices List. It will be opened automatically when you Create Invoices.

You can also open it directly from the Office menu, Invoices List option.

Figure 205: List of Invoices

The Invoice List has a number of sections, each explained below.

At the very top is the label, which tells how many Invoices are currently in the list.

Next is the menu bar. This currently has a single menu (File), which gives you options to Closeout, Reopen or Delete the selected Invoice. You can also view and print a CMS-1500 form which is generated from whichever invoice you currently have selected

Under the menu bar are 2 drop-down menus for narrowing down your list of invoices. With these you can filter by invoice status (open, closed, etc.) and by date range.

Below that is the list itself. It is divided into a number of columns, each of which can be moved, resized or used to sort the list. To sort the list, just click on the column heading. For example, to see the Invoices for each Customer grouped together, just click on the Customer column heading. The column headings are each explained below.

You can open an Invoice independent of the list window by double-clicking on the selected Invoice. You may also edit the individual Invoice before closing it. See the Editing Invoices section.

Status

The first column shows the status of each invoice. If there is no icon, the Invoice is still pending (has not been closed out). If it shows a "C" icon, it has been Closed out but not yet sent to QuickBooks. If it has the "QB" icon, it has been closed out and exported to QuickBooks (so it can no longer be reopened). To see more about these statuses, see the Invoice Statuses section.

Number

This is the Invoice Number, shown in the top right corner of each Invoice.

Date

Shows the Invoice Date. Note that this is not the Due Date or the Through Date, but the date of the Invoice. This defaults to the actual date that the Invoice was created, but you can change this on an individual Invoice.

Customer

Shows the Customer for the Invoice. The Customer is the person paying for Services (as opposed to the Client, who is the care recipient).

Total

Shows the total dollar amount for each Invoice. This is the sum of the dollar amounts for all the Shifts on the Invoice, which are listed individually on the bottom of the Invoice.