Payment Methods Report

  Permissions: You must have Billing Permissions.

This Report displays a breakdown of revenue sources (credit card, cash, check, or insurance) for individual Payments on all Invoiced Services.

This Report pulls in:

• Pulls in Payments that were accepted in the specified date range.
• Pulls in Unapplied Payments.

NOTE: This Report includes Archived Clients.

Related Articles: Use the Daily Billing Report to find Payer Information.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Payment Methods under Billing section.
2. Set Filters:
   • Set Date Range.
   • Select a Client if desired.
   • Select Payment Methods if desired.
3. Click Run Report. 
   

   Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report. 

   

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Read the Report

1. You can Search the Report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
2. At the top, you can get a quick "at a glance" view of the Report.
3. From left to right, you can see:
   • Client Name
   • Payment Number
   • Payment Method
   • The Amount Charged
   • Transaction Date 
   • And if paid with a Card, which Card it was Paid with.
     • Paid with Card NO means the card was charged outside of TheraNest.
     • YES, means it was processed within TheraNest. 
       

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Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

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