Financial Reports

Payments

List of all payments received during the specified date range to assist with reconciliation. 

Payment Summary

Summary of all payments received during the specified date range, grouped by date. More information.

Practitioner Revenue by Raised Invoices

Break down of revenue of raised invoices by practitioner during the specified period. More information

Practitioner Revenue by Paid Invoices

Break down of revenue of paid invoices by practitioner during the specified period. More information

Unpaid Invoices

List of invoices with an outstanding balance during the specified date range. More information

Business Intelligence Reports

Client Acquisition

Number of client acquisitions by referrer.

Client Visit Average

Average number of consults that each client has over a set period of time for your business and for each practitioner.

Need Help?

As usual, feel free to contact us if you need further assistance. 

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