How to reconcile billing for team members

If you work with multiple team members in Bookem, you can easily reconcile billing by exporting a detailed report of invoice line items. This allows you to break down income by practitioner, service, or session type.

Steps to reconcile team member billing

Follow these steps to generate and review a billing report:

  • Go to Accounts > Invoices

  • On the top right of your screen, click the Export line items button

  • Set the date range and invoice status for the report

  • Click Download

  • This will export an Excel spreadsheet containing line-by-line invoice details for the selected period

What the report includes

The exported spreadsheet will include details such as:

  • Team member who delivered the service

  • Date of invoice

  • Client name

  • ICD-10 code

  • Line item type

  • Service or item billed

  • Amount charged

  • Invoice status

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