Insights: Payments
The payments report is a record of all payments and refunds entered into Sessions Health. Credits added or used for payments are not included in this report.
Note: This report takes into account payments and refunds based on the actual posted date to your account.
The report includes:
- Time (date and time the payment was entered into Sessions Health)
- Practitioner
- Client
- Bill ID
- Payment Type
- Payment (or refund) Amount
- Notes (if any were included when the payment was entered)
The report is customizable by date and/or practitioner, if there are multiple providers in the practice.
Each column heading is sortable. You can click on any of the column headings to sort the column by that category.
As with all Sessions Health insights reports, you can download the Revenue report as a .CSV file by clicking Download in the top right hand corner.