Receipt Reports in D4Web

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
   

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
   

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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