TheraNest users with billing permissions will be able to access the Daily Billing Report.
- Go to Primary Navigation Bar and Click on Reports
- Navigate to the Billing Section and click on Daily Billing
Purpose of report:
This report gives the per-day billing totals from all kept/invoiced appointments and accepted payments. It can be used to track practice-wide revenue. The totals shown in this report are based on the applied date range filters below. It can also be customized using the customize grid option.
You must choose the date type The Daily Billing report could be filtered by:
- Service Date: date of service listed on the invoice
- Payment Date: date the payment was entered on ledger ("Date" on payment details)
- Invoice Date: date the invoice was created
Then choose the dates for which you wish to see.
Display in Report
Choose if you wish to see payments for archived clients, archived service types or only invoices that are fully paid.
Archived Service Types are service types no longer able to be used for appointments or added to invoices.
Applied Payments are payments that have been applied to an invoice.
Unapplied Payments are payments that were accepted from the client but live in the Unapplied payments/credits and refunds section of a client's ledger and have yet to be applied to an invoice.
After the following settings have been made you can click: Run Report
Daily Billing Report Features
1. Totals Calculated in Report
Here you can see the billed and paid amount totals based on the date range and date type you chose.
2. Export Report
When you click on CSV or PDF you can export the information that is displayed in the report.
3. Don't see a field you need?
Click on Customize Grid in the right corner to see the additional columns/fields you can add to the report. Simply mark the box next to the field you wish to see and that information will pull in.
4. Search Grid
You can search each specific column for information and the report will update to show that information