Payment summary reports



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.



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


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: