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Financial Reports

10 articles Last updated June 14, 2025
Daily Takings
Cash-up by payment method for a single day and location.
Payment Summary
All payments of any type over a date range, broken down by payment method.
Outstanding Balances
Unpaid invoice balances aged into 0-30, 31-60, 61-90, and 90+ day buckets.
Practice Revenue
Accrual and cash-basis revenue side by side, with a toggle between the two views.
Revenue by Service
Which services earn the most revenue over a date range.
Tax Summary
VAT / GST collected over a date range, broken down by tax rate.
Discounts & Refunds
Every write-down and its approver, in one report.
Patient Credit Balances
Credit owed per patient, across your patient base.
Uninvoiced Appointments
Completed appointments that were never billed.
Patients by Total Spend
Your top spenders, ranked by lifetime spend.

Other categories

Getting Started Scheduling Online Booking Patients Billing & Payments Products Communications Reports

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