Financial Reports
13 articles
Sales ReportKeep track of your sales and transactions.
How to Find Unpaid Invoices and Run Financial ReportsHow to find unpaid invoices, pull a full year of charges and payments, and understand what each financial report is showing you
Export the DSP Transactions ReportExport a CSV reconciliation file of your clinic's Digitail Secure Payments (DSP) card transactions directly from the Payments Report — no Stripe dashboard required.
Payments ReportsCheck your received payments in real time.
Accounts Receivable ReportReview your accounts receivable balances (Outstanding Debt).
Discounts ReportAnalyze the who, what and why of discounts
Summarized Production ReportAnalyze sales by provider
Sales Report vs Payments ReportWhy do these report values differ?
Credit Balance ReportClients that have credit available
Detailed Production ReportAnalyze sales by product, service, AAHA codes and providers
Sales Analysis ReportTracking each entry of a sale with revenue and profitability
Set Staff Commissions based on SalesDefine the commission percentages for your team, using AAHA codes.
Staff Commissions - Paid Revenue ReportTrack staff commissions based only on money your clinic has actually collected.