New report: Service delivery and payments

When you need to understand which services were provided, which have been paid for, and which are still unpaid, the usual office acrobatics begin: pulling together all the invoices and payments in one place. And before you know it, instead of one clear answer, you already have five browser tabs open.

To make that easier, Cliniccards now includes a new financial report: Service delivery and payments.

It helps you see completed services and payments in one table. That means no constant switching between sections when you need to quickly check the financial picture for the services provided.

What the new report gives you

1. Completed services and payments in one place
   It is easier to reconcile what has been provided and what has already been paid for.
2. Quick access to invoices and payments
   In just one click, you can open the exact document you need.
3. Custom print options
   When printing, you can choose only the fields you need.

This new report will be especially useful for team members who regularly work with the clinic’s financial reporting, review services provided, reconcile payments, or prepare data for printing and further processing.

Less manual checking. Fewer errors. More clarity in your finances.

The new report is available in Reports → Financial reports → Service delivery and payments. Try it today!