The All Client Visit Breakdown Invoice is a detailed account of the billable monies due for Completed and Confirmed Client Tasks within the specified search period.
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Search Parameters |
Definition |
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Group |
Allows you to search by Group |
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Department |
Allows you to search by the Department to be invoiced for the Schedule (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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Client ID |
Client’s ID Number |
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Client Name |
Client’s Name |
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Client Address |
Client’s Address |
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Task ID |
Task ID of each individual Task |
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Date |
Date the Task took place |
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Time From |
Scheduled Start time of the Task |
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Time To |
Scheduled End time of the Task |
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Hours |
Number of Confirmed Hours for each Task |
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Cost |
Billable figure for each Task, based on the linked Billing Chart |
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Total Cost |
Total billable figure for each Client based on the figure this was confirmed at on the To Confirm screen |
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Grand Total |
Total billable figure for all Clients |