Accounting Analytics Dashboard

Total Revenue

Total Patients

Average per Patient

New Patients

Additional Notes

No additional notes for this date.

Notes are saved from Export Review and cannot be edited here.

Live Revenue (All Sources) Real-time

Front Desk

0 transactions

Café Sales

0 orders

Retail/Shop

0 orders

Boonora Reserve

0 transactions

Tax Collected

0 taxable

Combined Total

0 total

Time	Patient	Category	Therapist	Payment	Amount	Tax	Tip	Staff	Edit
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Time	Customer	Items	Location	Status	Amount
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Date	Order ID	Customer	Items	Status	Total
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Time	Patient	Type	Description	Amount
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Adjustments (Write-offs, Refunds & Discounts) Deductions

Write-Offs

$0.00

0 adjustments

Refunds

$0.00

0 refunds

Discounts

$0.00

0 discounts

House Accounts

$0.00

0 charges

Total Adjustments

$0.00

0 total

Date	Patient	Reason	Processed By	Amount
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Date	Patient	Reason	Original Payment	Refund Amount
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Date	Patient	Type	Description	Discount Amount
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Date	Account	Location	Items	Status	Amount
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Commission & Payroll Staff Earnings

Services Commission

$0.00

0 services @ 35%

Items Commission

$0.00

0 items @ 20%

Tips

$0.00

100% to staff

Stripe Fees

-$0.00

2.5% on card items

Tax Collected

$0.00

0 taxable items

Total Payout

$0.00

all staff combined

Date	Staff ⇅	Patient	Item/Service ⇅	Cat	Sale	Tax	Rate	Commission	Payout
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Patient	Staff	Total	Paid	Remaining	Installments	Status	Next Due
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Date	Patient	Payment Method	Notes	Amount
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Daily Summary

Date	Location	Patients	Services	Revenue	Tips	Café/Retail	Total	Actions
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Revenue Trends

Service Details

Service	Category	Count	Revenue	Tips	Total	Avg per Service
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Service Revenue Distribution

Patient Services

Patient details showing service received, provider, and payment method.

Drag the bottom-right corner of the box to resize it.

Date	Time	Patient	Service ⇅	Treatment Time	Serviced By ⇅	Pay Type	Amount	Tip	Notes
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Practitioner Summary

Practitioner	Services	Patients	Revenue	Tips	Total	Avg per Patient
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Detailed Practitioner Breakdown

Patient names, times, services, and tips for each practitioner - perfect for payroll and scheduling.

Practitioner Revenue Comparison

Payment Method Summary

Payment Method	Transaction Count	Total Amount	Percentage
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Payment Method Distribution

End of Day Cash Out

Cash Drawer

Starting Drawer
Cash Collected Today	$0.00
Cash in Drawer	$500.00
Keep in Drawer
DEPOSIT REQUIRED	$0.00

Credit Card Settlement

Gross Card Payments	$0.00
Est. Processing Fees (2.9%)	-$0.00
NET CARD DEPOSIT	$0.00

Today's Total Deposits

Cash + Net Card $0.00

Patient Accounting Notes

No patient accounting notes for this date.

Notes entered per patient/service in Export Review.

Did you double-check the Patient Details?

Make sure each patient's services, practitioners, treatment times, and payments are correct before this report goes out.

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Accounting Analytics Dashboard

Total Revenue

Total Patients

Average per Patient

New Patients

Additional Notes

Live Revenue (All Sources) Real-time

Front Desk

Café Sales

Retail/Shop

Boonora Reserve

Tax Collected

Combined Total

Adjustments (Write-offs, Refunds & Discounts) Deductions

Write-Offs

Refunds

Discounts

House Accounts

Total Adjustments

Commission & Payroll Staff Earnings

Services Commission

Items Commission

Tips

Stripe Fees

Tax Collected

Total Payout

Per-Staff Breakdown

Commission Line Items

Payment Plans Outstanding Balances

Active Plans

Total Outstanding

Received This Period

Overdue

TheraBill Reconciliation Payments Balance Updates

Reconciled

Daily Summary

Revenue Trends

Service Details

Service Revenue Distribution

Patient Services

Practitioner Summary

Detailed Practitioner Breakdown

Practitioner Revenue Comparison

Payment Method Summary

Payment Method Distribution

End of Day Cash Out

Cash Drawer

Credit Card Settlement

Today's Total Deposits

Patient Accounting Notes

Did you double-check the Patient Details?

Email Daily Report

Edit Transaction