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Understand the Payments page

See every payment your clinic has recorded, how it was made and who took it.

Table of Contents

Open Money, then Payments.

  • Search for a payment, and filter by Type, dates or location.

  • Use Edit Columns for more detail.

  • Click a row to open the payment and its invoice.

Use this for questions like "How much was paid by card last month?". Save it as a view if you check often.

Up next

Next, read Offer pay-later payments.