Invoice Report Order

This section defines which reports print, in what order, when processing invoices.

Keep the following points in mind when setting up this section:

  • If you number the reports by tens (10, 20, 30) there will be room to insert reports later.
  • Group reports by the processing type so that the reports you want to print when processing A ll invoice types are grouped together, as are those for Workers' Comp, Self pay and Insurance.
File Maintenance > Setup - Billing > Invoice Report Order

Invoice Report order

Label Description

Report Name

An existing report in the Report Library-pick from the list.

Processing Order

The sequence in which the reports will print during processing, lower numbers print first. Leave gaps to make it easy to insert reports later.

Processing Type

Select W to print this report when workers' comp invoices are processed, S for self-pay invoices, I for insurance 1 or 2, or A when All invoices are processed.

Report Action

Select one of the following actions to allow for necessary user intervention.

  • No Stops - prints without any notification or options from the user.
  • Start - asks before printing starts (useful for paper changes).
  • Start/Reprint - asks before printing starts, and if you need to reprint when done.
  • Start/Continue - asks before printing starts, and when done, you can cancel the Processing or continue.
  • Reprint - when done, asks if you need to reprint.
  • Continue - when done, asks if you want to stop or continue.

Location Sensitive

Mark this field if you process invoices at more than one location and want the report to print only at the listed location.