Skip to content

Billing Report Templates

These can be found by clicking Admin, then choosing Billing Report Templates on the left.

Billing Report Templates allow you to create personalised reports based on invoices to suit your clinics needs.

Creating Billing Report Templates

  1. Click New Template top right.
  2. Name refers to the name that will appear in the Billing Report dropdown template .
  3. Enter the name of the column you want to appear in your CSV file.
  4. Map this name with the variable you need. Create Billing Report Templates
  5. Add as many columns as you like using the blue Add Column button at the bottom right. You can delete a column using the button to the right of each column
  6. Click Create at the bottom
  7. Create and download the Billing Report from Billing Reports in the Office menu.