The Invoices report can be used to get a list of all invoices (both L&I and case), with summary information on each invoice.
The results show for each invoice subtotals with each charge type billed, total billed, invoice number and date, billing end date, account, claim number (case invoices only), Claimant First and Last Name, Bill To Person, lead case worker (case invoices only). The Grand Totals for all invoices in the period are shown above the column header:
Parameters:
Start Date and End Date (required) filter the results to invoices with an Invoice Date within the date range.
Accounts (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection), and Select all from the Accounts parameter.
Notes:
The Total Billed for L&I invoices includes repeat billing for re-submissions and adjustments.