The Case Invoice Account Summary report provides information from all the case invoices for a particular account during a specified date range. For accounts with lots of case invoices per month, this can serve as the official invoice in place of the many individual invoices.
In order to access this report, go through the Reports tab, the Billing Reports sub-tab, and select the Case Invoice Account Summary:
The case and claim information is showing in a primary row, with the case note details showing in secondary rows grouped by charge type, and sub-totals for each charge type:
Case invoices must have already been created for the client within the date range and be in Finalized, Submitted or Exported state to be included in the report.
This report is formatted for printing or exporting to PDF for e-mail delivery.
Parameters:
Start Date and End Date parameters (required) limit results to case invoices with an invoice date falling within the selected date range.
Account parameter (required) selects the account for the invoice (only one account can be included in this master invoice).
Notes:
Description column is the Activity type description for each case note being billed.
Work Date is the Complete Date for each case note.
Employer is the Organization Name designated in the Employer contact for the case.
Referral Detail is the text entered in the Referral Comments field of the Case Info tab of each case.
