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How to use and read Payments reports in ClinicSense

  1. Go to Reports, then Payments
  2. Select your preferred Date range, Practitioners, and Payment Types
  3. Click the Generate report button
  4. Optionally, click Download CSV or Download PDF to export the data

Notes

  • Payments for deferred revenue (i.e. gift certificates, treatment packages, account credits) will appear on the date the payment was taken
  • Subsequent redemptions of deferred revenue will not appear in the Total Payments section of the report
  • However, redemptions will appear in the Total Redemptions section of the report
  • Because of this, the Payments report and the Revenue report may not always match

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