This report displays all the clinic payment methods for the clinic as per the date range.
- Log in as Admin
- Click on the Graph icon (Reports) in the left navigation
- Under the Finance section, click on Payment Methods
- Filter by Date
- Click Download (it will be downloaded as a CSV file)
Any Point Of Sale systems that work particularly well with SoapVault? Or are recommended?
Kerri, there are no recommended POS systems at this time. Currently, we're connected with Bambora for payment processing and secure credit card storage.
Is there any way to filter by client?
I'm trying to get a summary of all invoices for one particular client... I can see them, but not sure how to save them as a document
Samantha, there is not but I'll pass it along to the product team as a suggestion. Thanks!
This time of year, most of our clients are looking for a combined invoice for their previous year's totals.
Has this been implemented yet? It would be very helpful to not have to do extra work to calculate these totals for so many clients.
This can be done from the Financial Summary report.
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