Payments

Open Reporting → Payments. This page is on every plan.

What you see

Every recorded payment in the date range, with method, client, invoice, and remaining collected amount. Fully refunded payments drop out of Collected. Filter by date, practitioner, or payment method. A breakdown chart groups collected totals by method.

The Refunds table lists each refund (date, invoice, client, reason, amount) so refund activity stays visible. Refunds also appear in Audit logs.

Use Download for CSV or Print.