Billing reports
Billing dashboard. Summarizes what has been invoiced and what is pending, with breakdowns by professional, payment method, VAT, overdue invoices, and series gaps. Useful for month-end close, reconciliation, and VAT filing.
At a glance
- Default range — last 90 days. The date filter lives in the header and applies to every section except the as-of-now ones (overdue, gaps).
- Summary — total invoiced, invoice count, and average per invoice for the range.
- By payment method — breakdown of what has been invoiced by method. Note: the collected breakdown lives in payment reports; here you see what has been invoiced.
- By professional — invoicing attributed to each professional.
- VAT — aggregate by VAT type. Handy for preparing the period's fiscal return.
- Overdue and gaps — past-due invoices and numbering gaps in series, if any.
- Aging — outstanding issued invoice totals per age bucket (not-yet-due/"no vencidas" apart, then 0–30/31–60/61–90/90+ days past due, issued amounts only). Labelled as invoice aging — a different definition from the dashboard receivables card (earned-minus-paid per patient). Append
?format=csvto the endpoint for the spreadsheet. - Issued trend — issued totals per month over the range (
?format=csvavailable).
Drill-downs
- Any section representing individual invoices (overdue, gaps) has Open in /invoices that takes you to the filtered list.
- To audit a specific professional or payment method, use the invoice list filters with the same range.
Off-books safeguard
This report does not cross collected against invoiced: the comparison is intentionally avoided (ADR 0010). If you need to know what is left to collect, go to /reports/payments, which does not compare against invoiced.
Permissions
| What you see / can do | Permission |
|---|---|
| View any of the sections | reports.billing.read |
| View the invoice-aging and issued-trend sections | reports.financial.read |
| Open the underlying invoice list (drill-down) | billing.read |
Troubleshooting
- A section is empty. The default range captures no data, or the filter removes everything. Widen the range.
- Series gaps look odd. If you only emit drafts you don't consume a number; a real gap only appears when an issued invoice is deleted (not allowed) or with old series resets. Investigate in the list.
- VAT doesn't match your filing. Make sure invoices in the range are issued (not drafts) and the catalog VAT types are correctly set under Settings → VAT types.