Using the Transaction Summary Report
The Transaction Summary Report has several modes that can be used to review and report on Invoices and their associated payments and vice versa. For detailed information on using the Filtering, Grouping and other manipulations of the views please refer to the linked articles.

Displays the results based on the selections in the Date and Display filters.
Example: Invoices Display filter.
![]() The above image displays all invoices that meet the dates specified in the date filter. Any Invoice with an associated payment can be expanded using the + on the left hand side of the Invoice ID to display the full payment record details.
Invoice ID - Related invoice. If the payment includes payments for multiple invoices then this field will be blank. The related invoices will need to be retrieved from the Payment directly.
Invoice Date - Date of the invoice
Invoice Status - E.g. Paid or Awaiting Payment. Based on the statuses available that can be reviewed here.
Bill to - Who the Invoice is addressed to e.g. client or third party name
Client (if not = Bill to) - Client referred to in a Third Party Invoice. If there are multiple clients included on the invoice then this will display *mulitple*
Location - Name of the location on the invoice. If there are multiple clients / appointments on the invoice then this will be the location for the first appointment invoiced.
Practitioner - The Practitioner on the related Invoice. If the Invoice includes items for multiple clients then this field will be the first appointment added to the Invoice.
Payment No - links to the payment. Click on the link to view the payment in the invoices module. If there are multiple payments associated with the invoice then this will display *mulitple*
Payment Date - Date of the payment
Payment Method - How the payment was received
Payment Amount - How much the payment was for
Example: Payments Display filter.
![]() Additional Fields in this view:
Cheque No. - If entered for a Cheque at time of payment
Banked - Whether the payment has been banked - really used for Cash and Cheques.
Banked On - The date banked
GST - GST Amount of this payment
Example: Both Payments Filter
![]() Additional Fields in this view:
Type - Distinguishes the type of record being displayed. There are three Invoice, Payment and Refund.
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![]() Use the standard options to Export, Preview or Print the report.
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