The Payments Received Report displays the payments received during the selected date range. Follow these steps to run the report.
Select the Reports tab along the left side of the page.
Under Payments & Adjustments, select Payment Received.
Select the Clinics, Start Date, and End Date for your report.
|Tip: To select multiple clinics, hold Ctrl & click on each clinic|
Check off if you'd like to include Invoices, Claims, Refunds & Credits.
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.|
Your report will now display all payments received within your chosen report parameters.
Further Reading: Which Reports to Use at Tax Time (Year-End)