Reviewing billing activity and transaction history

The Billing hub, which you can access from the left navigation menu, provides a centralized view of billing activity across your practice.

There are 3 tabs you can use to review and export this information. 

• Billing activity 
• Billing documents 
• Card transactions

Note: The Billing hub shows billing activity across your practice, while a client's Billing tab shows billing information for that individual client. To access a client's Billing tab, navigate to their profile and select the Billing tab.

Billing activity

The Activity section at the bottom of the Billing hub’s Dashboard shows recent billing activity, including creating and deleting documents, payments, and refunds. 

To export activity from the last 30 days, including all sessions, invoices, refunds, and all client and insurance payments:

1. Click View all practice activity

2. Choose the Billing Activity tab

3. Expand the date range if you’d like to view additional billing activity 

4. Click Export payments

Billing documents

You can export a report of all billing documents, including invoices, superbills, and statements from Analytics > Reports > Billing documents.

This report details the:

• Client’s name
• Type of billing document
• Client's default delivery method, based on their Email Billing Notifications setting
• Status of the billing document
• Date the document was created

A billing document can have one of the following statuses:

You can use the filters at the top of the Billing documents tab to narrow the list by client name, date range, or billing document type using the View all dropdown.

Note: To learn how to automatically share billing documents with clients, see Setting up automations for sharing billing documents.

Card transactions

If your account has online payments enabled, you'll see a Payment processing tab in the Transactions page of the Billing hub. This tab lists all credit card charges and refunds processed through online payments.

For each transaction, you'll see the following details:

• Date
• Client charged
• Transaction type (charge or refund)
• Amount
  • Gross amount charged before deducting the online payments fee
• Processing fee
• Net amount paid out after fees

Click the arrow to the right of a transaction to view additional information, including:

• Payment ID
• Statement descriptor
• Amount, fee, and net payout
• Date and time of the transaction
• Payout date
  • Click View payout to view the related payout
• Card details

You can filter the Card transactions tab by client name, date range, or status using the All types dropdown.

To export this information, click Export transactions. You'll receive an email notification when the file is ready to download from Settings > Practice > Data export.