Report on Auto Payment processing fees

Using the Finance report, you can track how much you have spent on electronic payments processing fees, as well as the payment method used for transactions. This report only includes transactions where the processing fees were paid for by the practice (i.e. not passed to the invoice payer).

Run an Auto Payments processing fees report

  1. Click Reports > Finance.

  2. On the top right, click New Report.

  3. For Report Type, select Expenses.

  4. For Category, select Payments.

  5. (Optional) Set any other filters as needed.

  6. Click Run.

The report lists the transactions, payment method, and the amount you spent on electronic payment processing fees. Each line includes a link to the expense receipt for each transaction.


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