You can generate an income report to see this information.
For payments made by all income sources, follow this process:
- Under Reports, click Finance.
- Click New Report at the top-right of the page.
- From the Report Type drop-down menu, select Income to include payments from all income sources, or select Auto Payments to only include payments made by credit card directly through Halaxy.
- Specify the Payment Dates and Practitioner (leave the Practitioner field blank to include all practitioners) to include in the report.
- Enter other parameters as required.
- Click Run.
Receipts for payment processing fees are automatically added to your Expenses, which are located under Finances.