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  • #31152

    This may be obvious but can you help? How do I generate a monthly invoice for a patient (who may have been seen 4 times in the month) with each appointment listed in the invoice?


    Hi – There should be the reports “Statement of Invoices” and “Statement of Invoices (Detailed)” in your “Financial” reports section.

    You should be able to select the recipient and the date range you want include in your search criteria.

    If you ask nicely, the Pioneer Software people are really good at designing and modifying the data you can have on the reports as well as helping you out generally…if you aren’t on the support plan, i recommend it – it has saved us LOTS of money and has made our software much better to use.


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