Invoice overview: filter, configure and act on invoices Praxis Desk Kasse

Central list of all invoices, honorarnotes, and receipts with filters, statistics, and row actions.

Where do I find the invoice overview?

Open Journaling → Invoices. A separate Invoice drafts page lists only open drafts, this overview shows documents that are already created.

Fig. 1The invoice overview with filters and data table. At the top are the cancelled invoice RE2600003 and its automatic reversal credit RE2600004, below them two open invoices and several already paid receipts.

Requirements

• You need a permission that gives you access to invoices.
• To export, you also need the export permission.
• To see the statistics tiles, you need the statistics permission.

Filters

The filter bar offers these options:

• Time period — Date range with presets for past periods.
• Tenant — Only visible if the tenancy module is active in your license.
• Type — Filters by Invoice, Honorarnote, or Receipt. Each option shows a count badge, with multi-select via checkboxes.
• Status — Filters by Open, Paid, Draft, Training, Cancelled, or Reversal. Also with count badges and multi-select.
• Creator — Filters by the employee who created the document.
• Due date — Filters by the invoice's payment due date.

Once any filter is active, the Reset filters button appears.

Data table

The table shows all documents matching the current filters. By default, it's sorted by creation date, newest first.

Available columns:

Column	Content
Invoice number	Click to open the print/download dialog. For receipts, each cash movement gets its own number
Patient (in offisy Praxis) or Customer (in offisy Desk and Kasse)	Link to the record, plus the recipient if it differs
Created on	Creation date of the document
Paid on	Date of the payment received
Created by	Employee who created the document
Net	Net amount
Gross	Gross amount
Balance	Outstanding amount
Payment due	Due date
Line items	Number of invoice line items
Service period	Period of the service provided
Status	Payment status as a badge
Dunning	Latest dunning notice or current dunning level
Proof of service	Shows Outstanding or Outstanding (WAHonline) when proof is missing
Email	Email delivery status
Vouchers	Vouchers used
Location	Location of the document

The payment status badge is clickable if you're allowed to change the status. Clicking it opens the payment dialog directly.

The tooltip also shows Paid on or Cancelled on.

You choose which columns are displayed (see Column configuration). Your search term is kept the next time you open the page.

Row actions

The row action menu offers the following actions, depending on document type and status:

• Print or download — for invoices, honorarnotes, receipts, or drafts.
• Duplicate
• Edit draft or Bill draft
• Payments received or Change payment status
• Create dunning notice — only with the Dunning module active and an open balance.
• Create receipt — from an invoice or honorarnote
• Edit — for invoices or honorarnotes
• Open history
• Create proof of service
• Create correction
• Send by email
• Cancel

Fig. 2The action menu of a still-open invoice (RE2600001).

For details on cancelling, see Correct or cancel an invoice. For details on dunning, see Create and manage dunning notices for open invoices. For details on sending multiple invoices at once, see Request multiple invoices by email as a bulk download.

Statistics / Key figures

If you have the statistics permission and exactly one company is selected, three tiles appear:

• Gross
• Net
• Balance

Training invoices aren't included in these totals.

Column configuration

1. Click Spaltenkonfiguration above the table.
2. In the Spalten konfigurieren dialog, choose the column under Feld.
3. Set the sort order of the column under Sortierung.
4. Click Hinzufügen to add another column.
5. Click the trash icon to remove a column. At least one column always remains.
6. Drag a column by its grip icon up or down to change the order.
7. Click Speichern.

The selection covers basic data, positions, miscellaneous fields, and the master data of the patient or customer.

Export

With the export permission, the Invoices button lets you export the filtered list.

Permissions

Permission	Function
Access to invoices	Opening the overview
Statistics	Displaying the Gross, Net, Balance tiles
Export	The Invoices export button