Let's take a look at how you can use the Income Report to work out how much income each practitioner has brought into the practice.
The Income Report calculates income based on work charged, and invoices which are FULLY PAID for the selected period.
Select the Date
Select the location
Select the payment plan
Select the practitioner
Exclude the Sundries
Exclude Zero Value Items.
Income Report Permissions
The Income Report is available to users depending upon their permissions/ level of access.
Level 2 practitioner can only see their own information
Level 2 non-practitioner cannot see the report at all
Level 3 and Level 4 users can see the report and choose any practitioner
Each individual practitioner can use the Practitioner Activity report to see the income they have personally generated but only the Income Report shows invoices that have been paid.
More about the Income Report
To learn more about the Income Report and how you might use it, we have a number of tutorial webpages for you to refer to.