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Trina Cat

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  1. Run Service Billing report by service date

    5 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    Trina Cat commented  · 

    Please create a report that is entirely accrual based. I want to choose a date range and see the billed amount for every session in that range - irregardless of when or if it was paid. No existing reports can do this, the closest I can get is Staff Billing.

    All reports include invoices PAID within a date range even when that invoice does not include anything BILLED within that range.

    More than half of our clients don't pay each session, instead pay once a month or on aonther schedule, and I want to be able to see how much was charged per month for example.

    Trina Cat supported this idea  · 

  2. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Trina Cat commented  · 

    A report where I can choose billing by service date that does not automatically force me to also see services that were only paid during that time frame, even if billed differently. Accural bookkeeping.

    Trina Cat supported this idea  · 

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