While the Daily payments report is useful for tallying up end-of-day transactions, sometimes it's handy to be able to see the total amount of payments over a period of time!
This is where the Payment summary report comes into play.
Create a payment summary report
Head to Reports, and then Payment summary:
Select your date range, and click Create Report:
The report will begin generating. It will display some "bouncing dots" while it's loading (and you can leave the page if you'd like, as it won't affect the report).
When it's ready, it will look like this:
Click the View button to load it, and you will be able to further filter by business (if you have more than one), as well as:
- View a summary of payments by practitioner.
- View individual payments for each patient.
Here's an example of what that report will look like in Cliniko:
☝️Note: The data you see in this report is purely based on when a payment was entered, and won't show you which invoice it was related to. It's possible that one payment could be related to multiple invoices. If you need to see a breakdown of when a particular invoice was paid, the Practitioner revenue by closed invoices report would be where to look!
If you wish to print your report, hit that Print button at the top of the page:
A "print dialogue" screen will open up, and you can print it out (or save it as a PDF to your computer!). 🖨Here's what the printed version would look like:
Cliniko has a lot of other handy reports, too! Check them out here. And if you have questions on this report, let our support team know! We're available through the little chat box in the lower-right. 😊💬