A clinic can generate a report showing all payment methods used within a specified date range. This helps in tracking financial transactions, analyzing revenue sources, reconciling accounts, and ensuring financial transparency and accuracy.
Generate a Payment Methods Report
Follow these steps to create a report displaying your clinic's payment methods within a specific date range.
- Log in as the Admin.
- Click on Reports located in the top left header.
- Navigate to the Finance section and click on Payment Methods.
- Apply the Date Filter to select the desired date range.
- Click Download to get the report as a CSV file.
Once downloaded, the CSV file will contain a detailed list of all payment methods used within the specified time period, aiding in financial assessments and planning.
Comments
6 comments
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.
https://noterro.com/clinics/financialSummary
Please sign in to leave a comment.