About the Payment Summary report
Use the Payment Summary report to show the total value of client payments for ezyVet payment methods.
- Client names and their contact record numbers
- The total value of one payment method that clients used for payments
- The total value of each payment method that clients used for payments
- Payments for a specified date range
- Payments for a specified department
- The staff members who received client payments
You can do the Payment Summary report one or two times each day to make sure that the payments received from clients agree with the report output. For example, you can compare the physical cash received from client payments with what the Payment Summary report shows for a cash payment method. Thus, the report is a good method to use for payment reconciliation during end-of-day reporting.
If you use Excel format for the report output, the output can show Excel sheets for each payment method. The sheets make it easy to see payment information for each payment method. Example output shows total values for all payment methods and sheet names for each payment method.