Viewing Open Invoice Details

1. Navigate to the Invoices Section

• Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

• At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Click on the Invoice Line

• Find the invoice you want to view from the list of invoices.

• Click on the Invoice ID to open the Invoice Details page.

4. View Invoice Details

• The Invoice Details page will show important information such as:

  • Client and Date of Service (DOS)

  • Total Hours, Total Amount, Paid Amount, and Amount Due

  • Invoice Date, Term, and Due Date

  • The Status of the invoice (Open, Paid, etc.)

  • You can also download the PDF version of the invoice.

5. View the Bills

• The Bills section displays the individual line items for services provided, including Bill ID, Dos, Service Code, Description, Hours, Total Billed, Copay, Coinsurance, Deductible, and Amount Due.