The Summary Payments Report is a great report for tracking client payments received within a desired date range.
Important Note: This is not dependent on the invoice status.
1. Select the Reports tab within the Dashboard along the left side of the screen.
2. Select the Summary Reports widget, and then select the Summary Payments widget.
3. Select the practice Location, Desired Date Range, and Formatting Preference. Then select Get Report.
This is an important report to include for your practice's End-of-Day reconciliation, and for more information check out Reports: Processing End of Day.