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.