Payment Report, Type of Payments
Answered

I have a solo practice and have been unable to find a way to track payments by type. I would like a simple way to see which sessions a client paid with which check number, which sessions were cash, which sessions were paid by which credit card. Is there a way to generate such a report?

It sounds like this may be possible for a group practice, but I don’t see why that information wouldn’t be available for a solo practitioner as well. 

1 comment

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Ami, you can export a report that lists all of your transactions by type under Billing > Export Transactions. Please let me know if you have any other questions or would like further help with this. 

    Hi Ami, you can export a report that lists all of your transactions by type under Billing > Export Transactions. Please let me know if you have any other questions or would like further help with this.