A business payment summary report is related to the Practitioner's business account which allows you to have an overview of all the payments that have been received by the practitioner for each specific payment type in a particular location within a period of time. Each practitioner's business account is set to a relevant commission level and commission method.
Follow the steps below on how to generate a business payment summary report:
1. From the Report tab choose either of the payment report options and it will enable you to locate the Business Payment Summary report category.
2. Select the Business account that you wish to generate and filter the date range and Run Report. If you want to see every payment that was made along with invoice details and patient names, simply select the location and you will be routed to the Payment received report.
3. This report can also be exported via Excel or PDF.
There, you have successfully generated a business payment summary report.
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