What this report shows
Where Daily takings is built for a single day, Payment summary covers any date range you choose — every payment received, of any type, so you can review a week, a month, or any custom period.
Payments received over a chosen date range.
Filter and compare
Filter by location, and turn on comparison to the previous period to see whether payments received are trending up or down.
Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article:
Related articles
Daily takings report
Money reports
Money reports, explained
Money reports
Outstanding balances report
Money reports
Practice revenue report
Money reports
Still have questions?
Our support team typically replies in under 4 minutes on live chat.