Generating the Daily Transaction Payment Report
The Daily Transaction Payment Report lists the payments for your office by payment type for a selected date. Generate this report to see a breakdown of payments taken for the day. This report can be helpful in reconciling shortages and overages found during a daily closing.
What do you want to do?
Generate the report
- Click Reporting and select Standard Reports.
- Click Sales Reports.
- Click Daily Transaction Payment.
- Enter the date to print, or select a date from the calendar.
- Select one or more Office(s) to include on the report.
- Click Generate Report.
The report opens in a new window.
If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
Export the report
To export the report, perform one of the following steps:
- Click Export to PDF to open the report as a PDF file.
- Click Export to Excel to open the report as an Excel spreadsheet.
Understand the data
| Field | Definition |
|---|---|
| Payment | Total for selected offices |
| Report Total | Credit and cash patient payments made in Front Office + Insurance payments |