- Select Invoice or Payment records.
- Choose a Summary or Detailed description.
- Set the Report Period. You can choose a time frame from the drop down menu or select Specific Dates and enter your own in Date From and Date To.
- The report can be filtered by health fund codes, or left blank to include all funds.
- Select either the Current Provider or All Providers on the software.
The report will download as a PDF, which you can then print from your computer.