This report displays sales made within a date range.
Utilize it to gather product and service sale information.
Where is it?
Start by navigating to 
Reports.
Under the Sales heading, select Detailed Sales By Date.
Enter in the details
Complete the Report Parameters in the available fields.
Click here for more about what each field represents.
| Clinic |
Select a clinic or all clinics to filter results |
| Start/End Date | Enter the date range for the report |
| Sort Order | Select the preferred sorting order of the results |
Excel Report Sample:
Click on the image to view a larger sample of the Excel output.
Columns & Calculations
Click here for more about what each field represents.
- Invoice Date (Clinic and Date the invoice was created)
- Practitioner/Invoice No.
(Lists the Practitioner attached to the invoice as well
as the invoice number and quantity of items attached) - Client Name/Product No.
(Lists the Patient Name and the invoiced product number) - Payor/Service:
(Lists the payor(s) of the invoice - if not the patients themselves,
as well as the product/service name attached to the invoice.) - Subtotal (PreTax Total of invoice)
- Tax (Taxes applied - if applicable)
- Total (Subtotal + Tax)
- Amount Paid (Total amount paid towards the invoice)
- Balance (Total - Amount Paid)
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