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  • #31303
    Support
    Keymaster

    We sometimes get asked for reports which show an invoice list, grouped by who referred the clients. We’ve attached two reports which do this :-

    [1] Referral Invoice List (By Category) [Financial].COv4_Report
    Shows invoices based on the “Referred Category” of the patient/client

    [2] Referral Invoice List (By Person) [Financial].COv4_Report
    Shows invoices based on the “Referred By Person” field of the patient/client

    Please see this post for help importing new reports into ClinicOffice :-
    https://pioneersoftware.co.uk/forums/topic/how-do-i-import-a-report-file-into-my-database

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