You will want to check that payments have been received from patients using Stripe to pay for their treatment online.

Use the Takings Report for this.

Go to Reports > Financial > Takings

  • Set the Date Filter to the correct date
  • Set the Method to "Stripe"
  • The Report should then give you all the Stripe payments taken that day or during that date range.
  • You will then know whether you need to follow up any patients with outstanding account balances.

Use the Income Report for Practitioner income

The best way to find out how much a particular practitioner has earned is to use the Income report. For each Invoice paid, the Income Report will match the Practitioner to the Invoice and will report on who the money has been allocated to. Do NOT use the Takings Report for this.

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