The Invoice Template 1A Report allows you to generate Invoice Reports for any Payer Types, in any Department for a specified month.
Completed and Confirmed visits appear on this report and as well as this the report also illustrates figures for visits that have been Cancelled but sent to Billing.
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Search Parameters |
Definition |
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Groups |
Allows you to search by Group |
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Department |
Allows you to search by the Department as captured in the Billing Chart screen of the Scheduling Wizard |
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Contact |
Allows you to search by Department Contact as captured in the Client Scheduling Wizard |
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Date From |
Allows you to define the start date of the search period |
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Date To |
Allows you to define the end date of the search period |
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Columns in Report |
Data Displayed |
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No. |
Number generated in the Invoice simply for listing purposes: not to be confused with Client ID |
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Name |
Name of the Client |
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Area |
Populated by the Town field on the Clients Profile |
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Approved Hours |
Total number of hours captured in the Generic Homehelp Service Hours for this Client (figure taken from the Service Category field in the Client Contract screen |
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Delivered Hours |
Completed and Confirmed Hours for Client Tasks within the period selected (or Cancelled but sent to Billing Hours that have been confirmed) |
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Rate per Hour |
This figure is calculated based on the Monthly Total Figure divided by the Delivered Hours figure |
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Weekly Total |
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Monthly Total |
Calculation based on the Hourly Rate multiplied by the number of Hours provided in a month |
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Calculated at 12.5% of the Monthly Total figure |
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Travel |
Any Travel Expenses attached to Tasks within the selected period |
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Total |
Total for each Client based on Monthly Total + PRSI + Travel |
Below the table there is a comments section where you can fill in comments once the Report has been exported to your local machine.