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Reports: Uninvoiced appointments

Appointments not yet invoiced (and not membership-covered); needs a filter selected to run.

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Written by Alex Pogozo

What this report shows

The Uninvoiced appointments report lists appointments that haven't been invoiced yet, so you can catch revenue you haven't billed for. An appointment is "uninvoiced" when it has no invoice raised against it (a voided invoice doesn't count) and it isn't covered by a membership.

How to open it

Reports → FinancialsUninvoiced appointments.

The report doesn't load anything until you choose a filter — until then it shows "Please select a filter". Picking a status type, a location, or a full date range is enough to run it.

What's on the page

Uninvoiced appointments table

One row per uninvoiced appointment, with these columns:

  • Appointment name = the appointment (links through to it in the calendar).

  • Patient Name = the client.

  • Practitioner Name = the practitioner.

  • Location = the business location.

  • Date of Appointment = when the appointment was.

  • Status = the appointment's status.

This report is a list. It shows individual records, not calculated totals, so there are no formulas to explain here.

Filters and options

See Filters and date ranges for Location and the date controls.

Control specific to this report:

  • Status type This is a multi-select to include appointments by status: Booked, Cancelled, Late Cancelled, and DNA. When nothing is selected it reads "Status type: None" and, together with an empty location and date range, leaves the report on the "Please select a filter" prompt.

Printing and exporting

See Printing and exporting reports for how print and export work and the 1,000-row PDF limit.

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