Finance dashboard

Finance (in the sidebar, Clinic Admin only) is where money lives. It's kept off the daily dashboard on purpose, so screens patients might see don't show revenue.

What's on it

• Ready for billing: today's completed Quick Visit work waiting to be billed (see Invoices).
• Pending Invoices: issued invoices not yet fully paid.
• Revenue This Month: payments received this month.
• Avg. Days to Payment: how long, on average, between issuing an invoice and getting paid.
• Collection Rate This Month: the share of this month's billing that has been collected.
• Outstanding by Age: unpaid amounts grouped as Not yet due, 1–30 days overdue, 31–60 days overdue, 61–90 days overdue, 90+ days overdue and No due date set.

Shortcuts at the top open Invoices and Payments.

Using it well

• Check Outstanding by Age weekly. Call patients in the 31–60 day group before they slip further.
• A falling Collection Rate usually means bills are issued but payment isn't asked for at the desk. Use Ready for billing with Amount collected to bill and collect in one step.
• Set due dates on invoices you expect to be paid later; without one they show as No due date set and payment reminders can't go out.

On the mobile app

The Analytics tab shows Outstanding Payments, and the Outstanding payments list lets you open a WhatsApp chat with each patient from your phone.

GST and accounting

For your accountant, download the monthly GST Summary from Invoices (see Invoices and GST).