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    End-of-year tasks

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    End-of-day reporting

    • General steps for end-of-day reporting

    • Screens of the End Of Day Wizard

    • Do payment reconciliation for an end-of-day report

    • About the Payment Summary report

    • Do a Payment Summary report

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  3. End-of-day reporting

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End-of-day reporting

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About the Payment Summary report

Use the Payment Summary report to show the total value of client payments for ezyVet payment methods.

The Payment Summary report can include this information in its output:
  • 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.

Tip: The Payment Summary report is a good report to use with the End Of Day Wizard for end-of-day reporting.
Figure 1. Settings of the Payment Summary report

The Payment Summary section

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.

Figure 2. Example output

Example output
Parent topic: End-of-day reporting
Related concepts
  • General steps for end-of-day reporting
  • Screens of the End Of Day Wizard
Related tasks
  • Do payment reconciliation for an end-of-day report
  • Do a Payment Summary report

ezyVet

Last updated: February 2, 2025

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Related Articles:

  • End-of-day reporting
  • General steps for end-of-day reporting
  • Screens of the End Of Day Wizard
  • Do payment reconciliation for an end-of-day report
  • Do a Payment Summary report

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