Guides
Reading the Reports page
What each breakdown means, how to click into the payments behind a number, and where statements and exports live.
Reports answers the questions owners ask on a Friday: what did we take, who took it, how, and what is still out there.
The breakdowns
- By staff member: who took what, including payments made through each person's own permanent link
- By channel: pay link, virtual terminal, card machine
- By card type, and by product
- Month on month, with a VAT summary
Click into anything
Every figure drills into the payments behind it, and each payment opens to its full story: the timeline, the fees, the card details and the reason behind any decline. A number you cannot explain is two clicks from the payments that make it up.
Statements and exports
- A branded, print-ready statement for any month
- A CSV export of payments with the patient's name next to the reference
- An end-of-day export of terminal takings
- An optional weekly summary email of your takings
What is not in Reports
Payout reconciliation has its own page, because matching the money that reached the bank to the payments you took is a different question from what you took. Reports is takings; reconciliation is cash.
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