Billing & Invoicing Invoices List

The Invoices list displays invoices and their statuses. From this list you can review and edit, change the status of, print, and post invoices, among other tasks. You must have permission to review invoices, final print invoices, or post invoices to access this list. The currency columns display totals at the bottom of the grid.

Note: Invoices that display a icon next to the status column have been edited in Microsoft® Word or Adobe® Acrobat® and reuploaded to Practice. See Editing Invoices and Editing an Invoice in Microsoft® Word or Adobe® Acrobat® for more information.

To use the Invoices list, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Invoices under Billing & Invoicing.
2. Locate the invoices you need in the list.
   • Search for a specific invoice. Enter an invoice number in the search box in the upper-right corner of the window and click Search or press Enter. The invoice will display in the grid, even if it does not match the current filtering criteria. Filters will be unavailable until you clear the invoice search.
   • Filter the invoices list. By default, the list is filtered to show only clients with unposted invoices from the past year. Click above the list to change the filters, if needed. For more information about filtering the list, see Using the Billing & Invoicing Filters.
   • Sort the columns.

     Click in a column header and select Sort Ascending or Sort Descending. The headers for sorted columns have a green border and display an arrow that indicates the sort direction. You might need to increase the column width to view the sort arrow. You can sort on multiple columns. The sort is determined by the order you apply the sorts. For example, if you sort the Client ID column and then sort the Entry Type column, the list will be sorted by client ID and then by entry type. If you do not want to sort on multiple columns, be sure to clear the previous sort.

3. Do any of the following as needed:
   • View WIP for an invoice. Click the expander in the first column to view the WIP for the invoice. If there is no expander, it is a progress invoice.
   • Take action on an invoice. Select an option from the Actions menu for an invoice. You can review and edit, change the status of, print, and post invoices, among other tasks.
   • Export the list to Microsoft^® Excel^®. Click Export to Excel to export all records from all pages of the list. The export honors any filters or sorts you have applied. You can also export information for a single invoice by first expanding the invoice in the list and selecting its child rows.

How do I add or remove columns in the list?

Click the menu button  in a column header and select Columns. Select the check boxes for each column you want to include in the list, and clear the check boxes for columns you want to hide.

How do I change the width of columns?

To resize a column, hover the pointer over a column divider in the header row until a double-headed arrow displays. Click and drag the divider to the new location.

How do I change the order of columns?

To change the order of the columns, click and drag a column header to the new location where the column should display.

Note: Unless noted otherwise, your filters, column selections, column sizing, and sort settings are retained when you exit and reopen Practice.