Printing the settlement reports is quick and easy. Your employer may want a different set of reports, but the following procedure will show you how to create the typical ones; the items, accounts, and totals per provider. These are needed by the financial team as a means of reconciliation with the banking totals. Here's how to create them.
1. Click on Report and select Payment received from the dropdown menu.
2. Filter the report by Location, Provider, Payments with commission/All payments, Date Range, and Run Report. You can also filter by payment methods or by invoice types.
3. This report can also be exported via Excel or PDF.
Repeat the process with any other reports that your business requires.
If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!