A completed visit with no invoice is income nobody asked for. This report lists them so they're invoiced the same week.

What it shows

Uninvoiced appointments finds every appointment marked Completed that has no invoice other than a voided one. The estimated value comes from the appointment type's linked services, so it's a guide to what's unbilled, not the eventual invoice.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location, a practitioner. It needs the financial reports permission, which Administrators and Bookkeepers have.

The Uninvoiced appointments report with Uninvoiced visits, Estimated value, Oldest and Practitioners affected figures and a table of visits with date, patient, practitioner, service, estimated value and days open.
Uninvoiced appointments for the quarter: 9 visits worth about $715.00, the oldest 8 days open.

Reading it

Headline figures: Uninvoiced visits, Estimated value, Oldest, Practitioners affected.

Columns: Date, Patient, Practitioner, Service, Est. value, Days open.

Acting on it

Work through it at the end of each day or week and raise the invoices from the appointments while the visit is fresh. The count is also a dashboard item and the Uninvoiced appointments pin. A visit that was free can be left; it will keep appearing unless an invoice is raised for it, even a zero one.