Payment posted report | Voters

Payment posted report

under review

Daniele

A report that shows you all the payments posted for that day. So we can reconcile at the end of the day to make sure all payments were posted correctly.

Especially since we have Stripe now there is no way to know who paid on a daily basis.

October 2, 2024

Seth

marked this post as

under review

Dory Sartoris

Yes this appears to be in the system but the export feature does not export the correct fields. When exported, it doesn't show the doctor or practice which is what we need to see. We also need the ability to see the TOTAL payment. If there are 4 doctors in one practice who had a balance of $500 each, we need to be able to see the total charged was $2,000. There's not currently a way for an account to see clearly how much their total card/payment was.