What is the Payment Report and what insights can be obtained from the Bill Report?

Overview :

The Payment Report and Bill Report Insights provide a detailed view of the clinic’s financial transactions and billing activities. These reports help clinics monitor total billing, payments collected, discounts given, and pending dues, allowing better financial tracking and decision-making.

Description :

The Payment Report shows all the payments received from patients within a selected time period. It provides a summary of the total amount collected and the different payment modes used by patients.

Key Information Available

Total Payment Collected: Displays the total amount received from patients.
Payment Mode Breakdown: Shows how much payment was received through cash, credit card, debit card, UPI, or digital payments.
Doctor-wise Payments: In clinics with multiple doctors, the report can display payments collected for each doctor.
Transaction Tracking: Helps staff verify payments and maintain accurate financial records.

Step 1 : Go to the payment dashboard.

Step 2 : View the overall report to analyze billed, unbilled, pending amounts, and total collection for better financial tracking.

In the system, the Billing Report provides a detailed overview of the clinic’s financial activities. It helps track different billing categories such as billed, unbilled, pending payments, and total collections.

Billed Amount:

This shows the total amount for which bills have been generated for patients after their consultation or treatment.

Unbilled Amount:

This indicates consultations or services that have been completed but for which the bill has not yet been generated.

Pending Amount:

This represents the outstanding balance that patients still need to pay after partial payment or when the payment has not yet been completed.

Total Collection:

This shows the total amount of money that has been successfully collected from patients through different payment modes.

To view the payment mode–based collection, click on Pay Mode, and the system will display the collection data according to different payment methods

The Pay Mode option helps users view the collection data based on different payment methods such as cash, card, or digital payments. This makes it easier to track how payments are received and analyze the preferred payment modes used by patients.

To view the service-wise collection, click on Service to see the total collection generated based on the services provided.

Notes : The Service option allows users to view the collection data based on the services provided. This helps clinics understand which services generate the most revenue and analyze the overall service-wise financial performance.

Notes : Using the Pay Mode and Service filters helps clinics analyze collections more effectively. It allows users to understand which payment methods are commonly used by patients and which services generate the most revenue, helping the clinic track financial performance and make better operational decisions.

Updated on: 16/03/2026

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