How to Get a Report Displaying All Clinic Payment Methods

A clinic may want a report displaying all clinic payment methods within a specified date range to track financial transactions, analyze revenue sources, reconcile accounts and ensure financial transparency and accuracy.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Finance section, click on Payment Methods.
  4. Filter by Date.
  5. Click Download (it will be downloaded as a CSV file).

How Clinics Can Generate Appointment History Reports

How to Generate Accounts Receivable Report

Steps for Admin to Generate Clinic Tax Report

How to Generate a Comprehensive Clinic Transactions Report

Track Progress of Clinical Note Status

How to Customize Sales Reports for Each Practitioner

How to Generate Daily Transaction Report by Payment Type

Filter Discount Report by Practitioner, Patient & Date Range

How to Access Clinic Invoices Report for Specific Date Range

Export Invoices to QuickBooks Online

Filter Sales Reports by Practitioner, Patients, and Updates

How Practitioners or Clinics Can Track Product Reports

Viewing and Filtering Tip Reports for Practitioners

Filter Service Sale Reports by Practitioners, Patients, Date

How to Check and Display Labels Assigned to Patients

Access No-Show Reports by Practitioner, Patient & Date Range

Patients without Appointments Report

How Practitioners Can Track Patient Birthdays

A clinic may want a report displaying all clinic payment methods within a specified date range to track financial transactions, analyze revenue sources, reconcile accounts and ensure financial transparency and accuracy.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Finance section, click on Payment Methods.
  4. Filter by Date.
  5. Click Download (it will be downloaded as a CSV file).

A clinic may want a report displaying all clinic payment methods within a specified date range to track financial transactions, analyze revenue sources, reconcile accounts and ensure financial transparency and accuracy.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Finance section, click on Payment Methods.
  4. Filter by Date.
  5. Click Download (it will be downloaded as a CSV file).

How Clinics Can Generate Appointment History Reports

How to Generate Accounts Receivable Report

Steps for Admin to Generate Clinic Tax Report

How to Generate a Comprehensive Clinic Transactions Report

Track Progress of Clinical Note Status

How to Customize Sales Reports for Each Practitioner

How to Generate Daily Transaction Report by Payment Type

Filter Discount Report by Practitioner, Patient & Date Range

How to Access Clinic Invoices Report for Specific Date Range

Export Invoices to QuickBooks Online

Filter Sales Reports by Practitioner, Patients, and Updates

How Practitioners or Clinics Can Track Product Reports

Viewing and Filtering Tip Reports for Practitioners

Filter Service Sale Reports by Practitioners, Patients, Date

How to Check and Display Labels Assigned to Patients

Access No-Show Reports by Practitioner, Patient & Date Range

Patients without Appointments Report

How Practitioners Can Track Patient Birthdays

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice