How do I generate a report of the payments I received?
Read on to learn how to generate a report that contains all the payment transactions that you received within a specific time range.
1. Click on ''Financial''.
2. On the ''All Transactions'' section, click on the ''Filter List'' dropdown, as shown below.
3. Click on ''Payments''.
4. Select a time range from the ''Date Range'' dropdown, or set it to ''Custom'' and enter a start and end date on the fields shown below.
5. Click on ''Apply''.
6. All the payment transactions with a matching date will be displayed on your screen.
7. To export the report, click on the ''I want to...'' dropdown menu, select ''Export'' and then click on one of the available options:
- Detailed to CSV: Includes insurance information in addition to payment information on an Excel sheet.
- Detailed to PDF: Includes insurance information, in addition to payment information on a PDF document.
- Summary to CSV: Only includes the patient's/client's name and the payment amount.
- Summary to PDF: Only includes the patient's/client's name and the payment amount.
8. Depending on your browser settings, PDF exports will open automatically on a new tab, where you can download and print as you would with any other file. For CSV exports, you will be prompted to start a download to your computer.
- PDF Exports
- CSV Exports
That's it! If you have any questions, please contact us.