Payment summary reports


#1

Hi,

We’re pretty new to Cliniko and we think it’s great - so much better than our old system!

One thing that would really help with our daily banking/reconciling is if the Payment Summary Report included which practitioner each invoice is allocated to OR if we could filter by practitioner as well as business.

Thanks!


#2

I do a “Practitioner revenue by closed invoices” is this what you are after?


#3

No, we tried that but it doesn’t capture part payments of an invoice and it doesn’t list the payments that have been made. Thanks so much for the suggestion though :smile: