Invoiceable Items: Logging Extras, Not-Yet-Invoiced Amounts & Ageing
This lesson is part of the course
In this lesson
You total the extras that are still to be invoiced, isolate the ones older than 60 days, find the age of the oldest open item with MINIFS and report one month's items with two date criteria and EOMONTH.
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Lessons in this course
- Cost per Visit: Staff Minutes, Loaded Hourly Costs & Overhead Locked
- The Per-Patient Budget: Visit Schedule Grids, Payment per Visit & Margin per Patient Locked
- Start-Up & Close-Out Costs: Fixed Fees, Training, Archiving & the Gap to the Sponsor Offer Locked
- Enrolment Forecast: Screened, Enrolled & Completed Patients and Months to Target Locked
- Screen Failures & Early Withdrawals: Capped Payments, Partial Visits & Revenue Impact Locked
- Invoiceable Items: Logging Extras, Not-Yet-Invoiced Amounts & Ageing Locked
- Holdbacks & Payment Timing: Payable Amounts, Working-Day Terms, Cash vs Earned Locked
- Study P&L & Dashboard: Revenue vs Cost by Category, Break-Even Enrolment & a Chart Locked