The Practitioner Income Report calculates a practitioner's income within a specified period, at each practice location.
This report can be used to pay practitioners on the received amount, invoiced amount or paid invoices.
Accessing the Practitioner Income Report:
The Practitioner Income Report can be found under Reporting in the main menu.
Set the date range by selecting a predefined date or enter a date range.
Select the Practice.
Make a selection from the Calculate Income field.
View Income:
Click on a practitioner's name to view the individual invoices and transactions which have contributed to the totals.
Click Back to go back to the list of practitioners.
Calculating a Practitioner's Pay:
- From the *Shared Transactions* section, locate the total amount of the **Practitioner's Proportion** (last column).
- From the *General Transactions* section, locate the total amount of the **Account Credits** (invoices paid with past deposits) and the **Payments** (last column).
Payments + Account Credits + Practitioner's Proportion.
Shared Transactions:
For transactions of invoices that have more than one recipient (practitioners, products & deposits).
- To get the practitioner's total within a period,
General Transactions:
For transactions of invoices that have only one recipient.