What is Payment Received Report?

Overview

Payment received report provides details about the payments received from the patients during a specific period and can be filtered out by different payment methods. It can also be filtered out by Invoice Types. 

This report can also serve as a daily report to track payments on a given day. 

Steps

1. Click Report and go to Payment Received. 

2. Filter the report by Location, Provider, Payments with commission/All payments, and Date Range.

3. You may also filter it by Payment Types (e.g. cash, deposit, EFTPOS, HICAPS, etc.) and Invoice Types (e.g. Invoice, Credit, Prepayment)

4. Click on Run Report. 

5. This report can also be exported via Excel or PDF. 

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!