Product/Services Report

Location: Tools

The Product/Services Report lists the purchase activity for a specified date range. The report includes the following information:

•Purchase Date

•Patient Name

•Quantity

•Purchase Amount

•Sales Tax

•Total Amount by Product/Service

•Total Sales Tax by Product/Service

•Grand Total Amount

•Grand Total Sales Tax

To print a daily transaction report for patient payment activity:

1.Click MENU > Tools > Patient Payments Transaction Report.

2.Select Type.

•All Transactions

•Successful Transactions

•Refunded Transactions

3.Enter date range.

4.Select Product/Services Report.

5.Click Search.

6.To print the report, click PRINT.

7.To refresh the report with recent changes, click REFRESH.