Which report should I use to pay associates?
We recommend using the 'Payment Allocations Totals' report to work out what you owe your associates each month.
When a practitioner invoices a patient and the payment is taken by reception, by default the payment will automatically be allocated to that invoice and the practitioner associated.
Using this report and filtering to the required date range, you can see the payment allocated to a practitioner when:
The work has been completed and the practitioner has invoiced.
The patient has paid for the work and the payment has been explained manually or automatically.
The 'Payment Allocation Totals' report will automatically account for any adjustments that made to a prior month's pay, for example if a mistake has been corrected or an item refunded. The practitioner's allocation will be appropriately increased or decreased in the month that the correction was made. Any deposits taken will not be attributed to practitioners until they are used to pay for completed treatment.
Follow our step-by-step guide here on how to use the 'Payment Allocation Totals' report to pay your associates.