Simpatico Payments Received Reports

 

Simpatico offers two reports that will show your company the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report.

Any payments logged on the Financials screen, the check-in screen, or in the Client Center will be reflected on these reports.

The Payments Received report is a summary report, and shows a high-level look at how much money was received. Client payments are summed by Payment Method (check/cash/credit card/etc). The “Number of Transactions” column indicates how many checks/credit card payments/cash payments were summed to reach the total number.

The Payments Received Detail report breaks down each individual payment in the requested time period for when a closer look is needed. This includes showing the detail of the total payment amount, as well as how much of that money is still unapplied.

Multi-Location Specifics

For multi-location companies, these are Client Level reports. This means the Payments reflected on this report are a total of all company locations.

On the Payments Received Detail report, a “Location” column will indicate at which location the payment was made.

Suggested Uses for Payments Received Reports

There are many ways to use these reports.

• Balance your Simpatico account against any receipts you have received at the clinic
• Monitor clinic income
• Identify payments that still have unapplied amounts remaining