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Finance Report

The Billing Report screen gives clinic admins a wider financial view than the daily summary by combining invoices, collections, receivables, discounts, tax, refunds, and purchase spend.

What users can do here​

  • set a from and to date range
  • review billing metrics
  • export the report when export access is enabled
  • jump to promotions, inventory, staff, appointments, or clinical reports

Key metrics on this page​

The report can show:

  • invoice count
  • revenue
  • collected amount
  • receivables
  • discounts
  • coupon discounts
  • membership discounts
  • promotion discounts
  • tax
  • refunds
  • purchase spend
  • net cash
  • membership sales count

Detailed sections​

The page may also include:

  • tax summary
  • invoice-level billing table
  • membership sales table

When to use this report​

Use this report when:

  • closing a billing period
  • checking outstanding receivables
  • reviewing discount impact
  • comparing purchases against collections