The Individual Client Visit Breakdown Invoice allows you to generate a report for an individual Client within a defined search period. The report only displays Completed and Confirmed Hours.
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Search Parameters |
Definition |
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Groups |
Allows you to search by Group |
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Client |
Allows you to search by Client (this Report can only be run on an individual Client so a Client must be selected) |
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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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Invoice Date |
Date the Report has been run |
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Invoice Number |
Blank field where you can enter the appropriate text after the Report has been exported to your local machine |
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Period of Charge |
Date parameters searched when generating the report |
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Total Weeks |
Number of weeks within the searched period |
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Office |
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Address |
Office Address |
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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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Week Commencing |
Start date of each week within the period |
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To |
End date of each week within the period |
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No. of Days |
Number of days on which service was provided within each week |
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No. of Hours |
Number of Completed and Confirmed Hours for each week |
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Total |
Billable amount based on the amount confirmed for all Tasks in report |
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Overall Total |
Totals for the number of days, hours and the associated costs |
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Acting Manager |
Blank field where you can enter the appropriate text after the Report has been exported to your local machine |
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Notes |
Blank field where you can enter the appropriate text after the Report has been exported to your local machine |