DESCRIPTION

This article is written with step-by-step Instructions to ITEMISE Debtor Invoice.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Debtors Invoice / Credit Notes (LADRINV) program
3. Debtors Invoice/Credit Note Entry screen appears
4. Select Matter Number
5. Click on Options tab (top menu bar)
6. Click on Flag WIP for Billing
7. Flag required transaction lines
8. Choose the Retrieve Options (e.g. Retrieve itemised by Date or Retrieve as Entered)
9. Click Green Tick ✅️ icon
10. Debtor Invoice will show the itemised list

NOTE: To set a Retrieve Options as Default, go to System Setup (SYCONTRL) > Debtors Defaults > Invoice Retrieval > WIP Retrieval (under Debtor Invoice Retrieval) > Tick the required option for Default

Screenshot 1: Retrieve itemised by Date or Retrieve as Entered (Separate lines for each transaction)

Screenshot 2: Retrieve Summarised (1 line for each person)

Screenshot 3: Retrieve Summarised by Date (1 line for each date)

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com