Payment Report

  Permissions: You must have Billing Permissions.

This Report displays the summary of all Client/Insurance Payments and Write-Offs for Invoiced Services for each Client within the specified date range.

This Report pulls in:

• Pulls in payments that were accepted in the specified date range
• Pulls in Unapplied Payments
• Pulls in Payments that occurred OUTSIDE of the specified date range IF there was a Write Off in the specified date range.

NOTE: This Report includes Archived Clients.

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

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Payment under Billing section.
2. Set Filters:
   • Set Date Range
   • Select Client 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
   • Total Amount
   • Insurance Payment
   • Client Payment
   • Client Write-Off Amount
   • Insurance Write-Off Amount
   • Client Refunds
   • Insurance Refunds
     
     

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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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