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Money reports

Follow revenue, payments, outstanding balances, tax, discounts, and work you haven't billed yet.

10 articles Last updated June 14, 2025
Daily takings report
Cash up the day by payment method, for a single location and a single date.
Money reports, explained
What each money report shows, and which situation it's built for.
Payment summary report
Review every payment received over a period, of any type, in one list.
Outstanding balances report
See who owes money, grouped by how long it has been outstanding, so you know which patients to chase first.
Practice revenue report
See your total revenue, with the option to view it on an accrual or cash basis.
Revenue by service report
See which services are actually earning the most for your clinic.
Tax summary report
See the tax you've collected over a period, at the rates configured in your clinic.
Discounts and refunds report
Review every write-down applied to an invoice, and who approved it.
Uninvoiced appointments report
Find completed visits that were never billed, before they're forgotten entirely.
Patients by total spend report
See which patients have spent the most with your clinic over their entire history.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns

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