Financial reports, to find them. Go to your left hand navigation menu, scroll down and select reports and choose financial reports. Once elected, you’ll feel your sales summary report with your overall purchases for products and services, the total bills made for each in your gross sales. They’ll also have the total of all items, both services and products. On the very top on this left hand side. On the right hand side, we break it down for you so we have your top purchases. In this case is Latiece 21 bills have been made. Your gross sales are roughly $2,800 then we have Botox, et cetera. We can specify this date range on the right hand side. Under sales summary to alter this click on this field, you’ll be able to feel your sales summary report for today, yesterday, the last seven days, 30 90 month to date last month, year to date and last year. You could also customize this. If I just want to view the first week of July, I can simply click on Monday here through Friday.

That will adjust in update for me to view additional financial reports. Click on the sales summary dropdown. We can view our payments and refunds our charges by category, our sales taxes, charges by provider financial activity by location, adjustments by reason. We funds by reason. Credit card breakdown, discounts by reason, charges by patient coordinator, charges by patient charges, by referral sources and our price listing. Two of you, one of these reports, some please select it in this dropdown here. For example, if I wanted to view my payments, agreed funds, I’ll be able to see my net total versus my total amount. I can filter each report by clicking on show filters.

I can filter by transaction type, the method of payment by provider, by users, so all of your staff here by location. Of course, I can specify my date range. I can alter how many entries I want to view, whether it’s 20 items for page 50 102 hundred or 500 if I want to group the following information by field, I can select group I field and group the following information by date, provider, location, or user. If I only want to view my totals in this town here, I can simply select show only totals. Once I’ve altered a filter or multiple filters here, simply select update and now as you can see, because I’m only showing totals, I’ll only be able to see my totals down here at the very bottom right hand corner. I can export this to Excel, I can export it into a PDF or I can simply print this street grant page with these toggles over here on the right hand side.

Let’s take a look at another financial report, select payments and refunds. This drop down here and let’s view charges by category based on how it configured all of our services and our products. I can view all of our abdominoplasty services here, so for example, we had one mini tummy tuck for our Allegan products. We sold one Latiece. As far as dermal fillers go, right now we just have one dermal fillers and then of course we have our page totals of each of these. If I scroll up again and I want to filter this, I can click on show filters.

I can feel too this by category. So all of the categories we’ve sat up with knee SPC, I can choose a date range, I can add how many items I want to view per page. Once I’m finished I can select update and this report will update for me. I could also again export this to Excel, PDF or print straight from the page. The next report would be sales taxes and that’s entirely dependent on where you’re located. We can view charges by provider. I can show my filters, I can update my date, so instead of just viewing today, let’s do the last 30 days. I can filter by provider by location. If I only want to view specific products or services. If I only want abuse specific categories or if I only want to view products or only services. Once you’re finished with adding your filters, select updates.

Now you’ll be able to see in the last 30 days what Jamie’s been up to as well as Rachel as well as April. And then after Chrissy Perry, you have your page totals, the quantity of items, the charges, the discount amount, build, any adjustments, any refunds given the payments applied and your total balance. Now let’s scroll back up to the top. Again, we can export this to Excel to PDF or we can print up straight from this page. If you have multiple providers and you wanted to go to a specific provider, you can select GoTo in this dropdown here and go straight to one of these providers or down to the page totals. The next report. Let’s take a look at his financial activity at by location because the SBC play sandbox only has one location. We will just view our total charges and our total payments for this specific location.

Now when we select show filters here, we’ll be able to change the date range and remember once you’re done selecting the date range that you would like to choose, click on update over here. Then you’ll be able to review that report based on those days that you’ve chosen our next report, his adjustments by reason, which is pretty straight forward. We’ll also have our refunds by reason, so it’s gonna lay out all the refunds and the reason we’ve chosen them. We can feel our credit card breakdown so what kind of credit cards have been used and for what amount. The next one, discounts by reason is where we lay out all the discounts and tell you the reason each staff member has applied each one. We also have our charges by patient coordinator, which is fairly straightforward. We have our charges by patient. We can filter this by date range by provider, by location, by patient coordinator and we can choose how many entries we want to view per page.

I’m going to go ahead and change this date range the last 30 days. Click on update and now I can view these patients that have come in within the last 30 days. We’ll have the patient name, the date, the bell ID numbers, the providers name, the location, patient coordinator, the product or service that they purchased along with the quantity. That price, however much was charged, any discounts that were given, the total amount billed, how much tax was applied, and then the balance with taxes. And if we look down here to the bottom of Emma Roberts records, we can see the total amount charged, the total discounts applied, the total amount billed, the total of taxes, and of course her current balance. So anything that may be due. Our next report is charges by referral sources. And this will lay out how many charges have been made based on the referral sources that you have configured. And last but not least, is price listing. And this is where we can view all of your services, your products, and your packages and what their prices are. And those are your financial reports.