How to Run the Payments Received Report

  • Updated

The Payments Received Report displays the payments received during the selected date range. Follow these steps to run the report.

 

Step 1

Select the Reports tab along the left side of the page.

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Step 2

Under Payments & Adjustments, select Payment Received.

Payments_Received_2.png

 

Step 3

Select the Clinics, Start Date, and End Date for your report.

 

Tip: To select multiple clinics, hold Ctrl & click on each clinic

 

Payments_Received_3.png

 

Step 4

Check off if you'd like to include Invoices, Claims, Refunds & Credits.

Payments_Received_4.png

 

Step 5

Select the Gateways, Payment Types you'd like to include and Type then click Create.

 

Tip: To select Payment Types, hold Ctrl & click on each payment type.
This report will also provide your Write - off transactions.

 

Payments_Received_5.png

 

Your report will now display all payments received within your chosen report parameters.

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Further Reading: Which Reports to Use at Tax Time (Year-End)

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