Deep Dive: Invoices Report

The Healthie Reports feature is designed to keep you informed about all client, appointment, and financial activity.

The Invoices Report allows your organization to keep track of open/outstanding invoices, ensuring that you are able to have a holistic and accurate overview of organization financials.

Accessing the Invoices Report

Navigate to Reports tab within your account > Invoices Report > Filter by Date Range

This report can be run for individual members or for an entire organization.

Once the report is generated it will appear in your Documents tab > Generated Reports folder, titled by report name and today's date. Reports generate in a .csv file format, and can be opened on your local device.

Columns in the Invoices Report

• Unique ID
• Invoice Number
• Sender
• Invoice Recipient ID
• Invoice Recipient Name
• Invoice Date
• Recurring Payment ID
• Promo Code (Optional)
• Promo Code Discount (Optional)
• Original Price
• Price After Discount
• Status 
• Balance
• Appointment ID
• Appointment Date & Time
• Appointment Type Name
• Recipient (Legal) Name
• Write-Offs Reasons
• Write-Off Amount