Receipt Reports in Dental4Web

Receipt Reports in Dental4Web

Quote
You can find Receipt transaction and Invoice/Payment history specific reports on the Receipt page. These reports can be 
viewed, printed, saved & exported or emailed.

Where to find Receipt reports

  1. Click the navigation menu > Patients > Receipts page
  2. Receipts toolbar > Reports >

Reports

Receipts History Report

A summary of date & receipt amounts for this particular family over time
  1. Select parameters required
  2. Click OK or EMAIL

Transaction Summary Report

This report is a summary of, for the period selected:
  1. Invoices
  1. Receipts
  1. Discounts
Alert
The Transaction Summary Reports can also be found in the Invoice page
  1. Select parameters required
  2. Click OK or EMAIL

Detailed Transaction Summary Report

This report is a detailed summary of invoices/receipts with included:
  1. Item numbers description & individual fees

  1. Receipts date with payment method

  1. Discounts for the period selected
Alert
The Detailed Transaction Report can also be found in the Invoice page
  1. Select parameters required
  2. Click OK or 
    EMAIL


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