The practice provides financial reporting to help you monitor revenue, track outstanding payments, and reconcile accounts.
Overview of all payments within a date range:
| Metric | Description |
|---|---|
| Total Revenue | Sum of all payments received |
| Payment Count | Number of individual payments |
| Average Payment | Mean payment amount |
| Payment Method Split | Manual vs Stripe online breakdown |
| Period Comparison | Month-over-month and year-over-year |
Breakdown of outstanding invoices by age:
| Age Band | Description |
|---|---|
| Current | Not yet due |
| 1–30 Days Overdue | Recently overdue |
| 31–60 Days Overdue | Moderate overdue |
| 61+ Days Overdue | Seriously overdue — escalation needed |
Revenue breakdown by appointment type, consultation type, or product/service category.
Reports can be exported as CSV for further analysis in Excel or your accounting software.