Invoice & Payment Summary will print out all payments and their associated invoices for the filters that you specify.
Get started by going to Invoice & Payment Summary widget on your dashboard.
If the widget is not visible, edit your dashboard and drag the widget into the view.
Select filters to apply on the results:
Time period (start/end date) is required.
Filter by invoices matching status Unpaid, Partial Paid, Paid
Filter results by client, staff assignee and appointment type.
These filters for payments are categorised via their relevant invoice.If you're using a payment provider, you may filter the results to only display payments made via the payment provider
Once you have set your filters, results will be displayed.
You may then decide to generate the results as a PDF.
PDF results will be saved to the File Manager under "Financial Summaries".