Journaling: Invoice Line Items Praxis Desk Kasse

Shows a cross-patient list of all invoice line items from invoices for a selected time period.

Where do I find invoice line items?

Go to Journaling → Invoice Line Items.

Requirements

• You have the Journaling: Read permission in your user profile.

Filters

The following filters are available at the top of the page:

• Time period — Freely selectable date range. Default when opening: current month.
• Patient — Filter by patient name (with search).
• Provider — Filter by the responsible staff member.
• Account code — Filter by the account code of the line item.
• Newsletter — Filter by the patient's newsletter subscription (Yes / No).
• Referral — Filter by the patient's referral source.
• Client — Only visible if the multi-client module is active in your license.

Data table

The table lists all invoice line items for the selected time period. You can choose which columns are displayed (see Column configuration).

The available columns are divided into three groups:

Invoice group:

Column	Content
Invoice number	Name or number of the invoice
Invoice date	Issue date of the invoice
Payment status	Current payment status of the invoice
Header note	Comment from the invoice header

Line item group:

Column	Content
Line item	Description of the invoice line item
Gross	Gross amount of the line item
Net	Net amount of the line item
Quantity	Quantity
Cost center	Assigned cost center
Account code	Account code
Number	Line item number
Internal number	Internal reference number
Service info	Service period or work period
Service date	Date the service was provided
Provider	Responsible staff member

Customer group:

Column	Content
Customer number	Internal customer number
Name	Full name
Salutation	Form of address
First name	First name
Last name	Last name
Title	Academic title
Post-nominal title	e.g. BSc, MSc
Date of birth	Date of birth
Social security no.	Social security number
Insurance	Name of the insurance carrier
Street	Street and house number
Postal code	Postal code
City	City/town
Country	Country
Phone number	Primary phone number
2nd phone number	Secondary phone number
Email	Email address
Referral	Referral source
Newsletter	Newsletter subscription (Yes/No)
Default provider	Assigned provider

Statistics

Below the table you see a summary of the filtered entries:

• Count — Total number of displayed line items
• Total (gross) — Sum of all gross amounts
• Net — Sum of all net amounts

Column configuration

1. Click Options → Column configuration.
2. Enable or disable the desired columns.
3. Click Save.

The setting is saved per user and persists the next time you open the page.

Export

Via Options you can export the filtered list as an Excel file.

Benötigte Lizenz

Export requires the Journaling: Statistics permission.

Permissions

Permission	Function
Journaling: Read	Access to the page
Journaling: Statistics	Export the list