This report will allow you to calculate clinic revenue through the invoice reports.
It's recommended that you read our general reporting guide first, to better understand PPS' reporting capabilities.
Section 1 - Selecting a Report
All reports can be found via Reports > Reports & Mail Merge and are sorted into sections. For this report, we’re going to open the Invoice Report to use the Reports Wizard.
Section 2 - Select
In this section, we’re able to include invoices which have been paid, part paid and are not paid. Depending on how you calculate your clinic revenue, you may choose to exclude all invoices which are marked as unpaid from this report.
Section 3 - Date Range
Now we need to select the date range in which the invoice was raised. Remember, this will be the invoice date, not the date of each individual charge applied to the invoice. If you would prefer to apply a date range to each charge, you could choose to run a Charges Report instead.
Section 4 - Breakdown
This section allows us to break down the report by certain areas, for example you may choose to sort this report by Location, and then by Invoicee Type. This will give you the ability to see the revenue earned split by 3rd party and client.
Section 5 - Criteria
This section allows us to be particular about the invoices we are including in this report. For example, you may not want to show invoices raised in a particular location, so we can choose to exclude them here.
This section can be skipped.
Section 6 - Print/Preview Options
This section allows us to choose extra snippets of information to view in the report Preview mode. Toggle to include things such as any notes included on the invoice.