While the Practice revenue report is handy for calculating your entire clinic's revenue over a period of time, Cliniko also offers a couple of practitioner-specific reports! These include:
The main difference between these two reports is that the raised invoices report will show figures based on invoices that may still be open (not paid yet), whereas the closed invoices report will show figures based only on invoices that have been marked as closed (which generally means they're paid!).
We'll walk you through the key differences between each of these reports!
Calculate practioner earnings
First things first, head to Reports, and then underneath Practitioners, select Revenue by raised invoices or Revenue by closed invoices:
There are two main differences here:
The revenue by raised invoices report will show you all monies that have been invoiced over a period of time, based on the "issue date" of the invoices (when they were raised). This report can include outstanding balances.
The revenue by closed invoices report will only show you monies based on invoices that have been closed (which usually means they have been paid). This report will not include outstanding balances.
The "too long, didn't read" version of this:
If you want to know how much a practitioner has invoiced, check the raised invoices report. If you want to know how many of their invoices have been closed out and paid, check the closed invoices report!
Now, onto the two different reports.
Practitioner revenue by raised invoices
Select Revenue by raised invoices as the report type, and then specify your date range, practitioner, and business:
The important thing to remember is that this report will include figures from invoices that have not yet been paid.
Similar to the Practice revenue report, you'll see a few different tables:
A summary of revenue by item type (product, service, or other):
A breakdown of each item sold:
And a list of invoices, along with the running total:
You'll notice that the list of invoices has both a "Date" and "Invoice closed" column, as in the example below.
The "Date" column indicates the date the invoice was raised (issued).
The "Invoice closed" column indicates the date the invoice was marked as closed (which usually coincides with the date of payment). If it's blank, it means the invoice is still open.
Practitioner revenue by closed invoices
Select Revenue by closed invoices as the report type, and then specify your date range, practitioner, and business:
The important thing to remember is that this report will only include figures from invoices that have been closed, which generally means paid.
What you see will be very similar to the Practitioner revenue by raised invoices report:
A summary of revenue by item type (product, service, or other):
A breakdown of each item sold:
And a list of invoices, along with the running total:
Similar to the Revenue by raised invoices report, you'll notice that the list of invoices also has a "Date" and "Invoice closed" column, as in the example below.
The "Date" column indicates the date the invoice was raised (issued).
The "Invoice closed" column indicates the date the invoice was marked as closed (which usually coincides with the date of payment). Unlike the Revenue by raised invoices report, none of the "Invoice closed" rows will ever be blank, as this report only shows data based on when an invoice has been closed off.
If you wish to print either of these reports, 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:
If you need to see the revenue for your entire clinic, we recommend the Practice revenue report!