You can access most reports in the “Billing” Tab:
The Summary Report provides a nice one-page overview. It breaks down income for products versus treatments, indicates which insurer was used, and shows taxes and payment methods for a time period or by staff member.
The Sales Report shows you everything that was billed for a specified time period. Some of our clinic managers like going over the Sales Report for each practitioner at the end of every day. (Usually any mistakes will really jump out.) You can filter the Sales Report by staff member, date range, purchases and states (unpaid, paid, etc.).
The other daily report many clinic managers like to run daily is the Transaction Report. This helps you reconcile your POS and cash. You can filter this report by date range, and the report will break down the transactions for you. If your Transaction Report is correct, you’ll know that all the payments taken that day were correctly entered into Jane.