REQUIRED PERMISSIONS: Billing Permissions
This report displays a breakdown of revenue sources (credit card, cash, check, or insurance) for individual payments on all Invoiced Services.
This report pulls in:
- Pulls in Payments that were accepted in the specified date range.
- Pulls in Unapplied Payments.
NOTE: This report includes Archived Clients.
Related Articles: Use the Daily Billing Report to find payer information.
Jump to Section:
Set Report Parameters (Filter)
- Click Reports in primary navigation bar and click Payment Methods under Billing section.
- Set Filters:
- Set Date Range.
- Select a Client if desired.
- Select Payment Methods if desired.
- Click Run Report.
NOTE: Change the number of clients shown per page (10, 25, 50, or 100) by clicking desired unit at top of report.
Read the Report
- You can Search the report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
- At the top, you can get a quick "at a glance" view of the report.
- From left to right, you can see:
- Client Name
- Payment Number
- Payment Method
- The Amount Charged
- Transaction Date
- And if paid with a card, which card it was paid with.
- Paid with Card NO means the card was charged outside of the system.
- YES, means it was processed within the system.
Download Report
Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.
- Click the CSV and PDF button on the upper right tab.