07 · Reports
Revenue
What the clinic earned: by day, doctor, service, way of paying and the patient's country.
Where to find it: Reports › Revenue
Step 1: Choose the days
Open Revenue: it opens at the current month. Choose Today, Yesterday or the date button for This week, This month, Last month or any days in the calendar.
TodayYesterdayThis monthThis weekThis monthLast monthStep 2: Filters
Narrow with All doctors, All payments, Products & services, All countries or a search. Everything on the page follows the filters; Clear filters removes them.
All doctors1All paymentsProducts & servicesAll countriesClear filtersStep 3: The overview
Total is the money that came in, compared with the same number of days before. Cash, Card and Bank transfer split it; Not paid yet are receipts of those days nobody paid (not in the total).
Total1.284.000 L+12%Cash702.000 LCard431.000 LNot paid yet38.500 LThis monthStep 4: Details and Excel
The tabs Receipts, Doctors and Products & services list everything; click a doctor or product to see only that. Export takes what the filters show to Excel.
OverviewReceiptsDoctorsProducts & servicesExport
Good to know
- A receipt paid next month counts in the month it was paid.
- Who sees this page is set in Roles. A doctor's own login never sees it.