If you work with multiple team members in Bookem, you can easily reconcile billing by exporting a detailed report of invoice line items. This allows you to break down income by practitioner, service, or session type.
Follow these steps to generate and review a billing report:
Go to Accounts > Invoices
On the top right of your screen, click the Export line items button
Set the date range and invoice status for the report
Click Download
This will export an Excel spreadsheet containing line-by-line invoice details for the selected period
The exported spreadsheet will include details such as:
Team member who delivered the service
Date of invoice
Client name
ICD-10 code
Line item type
Service or item billed
Amount charged
Invoice status