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TheraNest Ideas Portal
Status Completed
Categories Reporting
Created by Guest
Created on Jun 11, 2014

Report view for payment type

I'd like to see a report view feature that will allow you to see different payment types without going into each case one by one. For example, I will service 20 individuals in a day. I'd like to be able to see who and how much was charged to credit vs cash transactions.
App Type TheraNest App
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  • Guest
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    Nov 12, 2015
    Oh please do this! It's making my accounting a nightmare. We can differentiate between cash and check when we take the payment, why can't we get a report that even lists that as a field?
  • Guest
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    Sep 6, 2015
    Please make this happen! I really want to be able to see Payment Method in all reports that show Client Payment. I want to be able to see at a glance what each client paid and how they paid it in a given time period.
  • Guest
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    Aug 18, 2015
    We really need the break down to be cash, check and credit card! This would be so helpful!
  • Guest
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    Oct 13, 2014
    That is an awesome idea and one we really need for our counseling center