Running and Reading the Day Sheet Report
The day sheet displays all the activities for the day. What was Invoiced (billed, transferred, written-off, discounted (patient), adjusted (insurance), Refunded, Voided, Tax, Credits created and finally the total payments (amount taken in) for the day.
All individual activity details are listed under each doctor in ascending date order.
You can use the filters to run the report by location(s), provider, optician, invoice number, payment method, patient or a specific insurance.
1. Click Reports > Day Sheet Report
2. Choose your location if necessary > Run
You can also run the report for multiple days.
3. Click the down arrow to expand and view actual transactions.
You will find your Pre-payments under "No Provider." You can recognize them because they are not applied to any invoice. Once they are applied to an invoice they display as a regular Payment to the invoice.
