---
title: "Claims and Invoice Report"
url: "https://help.mymps.co.za/en/article/claims-and-invoice-report"
language: "en"
last_updated: "2026-08-21T11:45:52.221Z"
---

# Claims and Invoice Report

The Claims and Invoice Report is a great go-to for looking back and double-checking. It shows all the revenue that’s been submitted.

1.  Navigate to the **"Reports"** Tab and select the **"Financial"** tab. 
2.   Select specific periods to align with your reconciliation cycle either filtering the date of submission or the Date of service.
3.  Use the **"Treating Provider"** filters to isolate data for specific providers.
4.  Choose between **PDF** or **Excel** as the report format.
5.  Apply additional filters to isolate specific data e.g specific Medical Aid/Scheme or cash .
6.  Select **"Generate and email"** option and the email will be emailed to the user.

![](https://cdn-assets.productfruits.com/aa5ccfd8-a7ee-4cc9-80ae-dd8c943c6e05)

Below is a list of other  reports that can be helpful within the practice.

| Report Name | Functional Focus & Strategic Value |
| --- | --- |
| **Daily Transaction Report** | Found under 'Operational'. Essential for **end-of-day provider reconciliation**. It verifies all transactions captured that day, grouped by provider, ensuring daily clinical work is billed. |
| **Monthly Transaction Report** | Found under 'Financial'. Provides a summary of all **medical aid transactions** for the month. It is the primary tool for high-level month-end financial reviews. |
| **Payments Report** | Audits the actual **cash flow** of the practice. Provides detailed or summary views of all captured payments, allowing for a comparison of revenue billed vs. revenue collected. |
|  |  |
| **Age Analysis Report** | Provides a structured view of outstanding balances across different ageing periods. Use the **email-delivery** option for large practice volumes to maintain system performance. |