[{"data":1,"prerenderedAt":606},["ShallowReactive",2],{"navigation_docs_en":3,"-en-reports-finances":346,"-en-reports-finances-surround":601},[4,46,60,94,128,154,176,198,236,250,284,298,336],{"title":5,"path":6,"stem":7,"children":8},"Calendar","\u002Fen\u002Fcalendar","en\u002F1.calendar\u002Findex",[9,10,14,18,22,26,30,34,38,42],{"title":5,"path":6,"stem":7},{"title":11,"path":12,"stem":13},"Calendar Overview","\u002Fen\u002Fcalendar\u002Foverview","en\u002F1.calendar\u002F1.overview",{"title":15,"path":16,"stem":17},"Create and Manage Appointments","\u002Fen\u002Fcalendar\u002Fcreate-appointment","en\u002F1.calendar\u002F2.create-appointment",{"title":19,"path":20,"stem":21},"Doctors Time Slots","\u002Fen\u002Fcalendar\u002Fcreate-time-slot","en\u002F1.calendar\u002F3.create-time-slot",{"title":23,"path":24,"stem":25},"Find Available Appointment Times","\u002Fen\u002Fcalendar\u002Ffind-time","en\u002F1.calendar\u002F4.find-time",{"title":27,"path":28,"stem":29},"Recalls, Bookings, and Tasks","\u002Fen\u002Fcalendar\u002Fsidebar-workflows","en\u002F1.calendar\u002F5.sidebar-workflows",{"title":31,"path":32,"stem":33},"Visit Details","\u002Fen\u002Fcalendar\u002Fvisit-details","en\u002F1.calendar\u002F6.visit-details",{"title":35,"path":36,"stem":37},"Navigation & Filters","\u002Fen\u002Fcalendar\u002Fviews-filters-and-printing","en\u002F1.calendar\u002F7.views-filters-and-printing",{"title":39,"path":40,"stem":41},"Calendar Notes","\u002Fen\u002Fcalendar\u002Fnotes-and-patient-notes","en\u002F1.calendar\u002F8.notes-and-patient-notes",{"title":43,"path":44,"stem":45},"Access & Troubleshooting","\u002Fen\u002Fcalendar\u002Fpermissions-and-troubleshooting","en\u002F1.calendar\u002F9.permissions-and-troubleshooting",{"title":47,"path":48,"stem":49,"children":50},"Automation","\u002Fen\u002Fautomation","en\u002F10.automation\u002Findex",[51,52,56],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Automation 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Exams","\u002Fen\u002Fsettings\u002Fclinical-notes","en\u002F12.settings\u002F2.clinical-notes",{"title":109,"path":110,"stem":111},"Notifications","\u002Fen\u002Fsettings\u002Fnotifications","en\u002F12.settings\u002F3.notifications",{"title":113,"path":114,"stem":115},"Procedure Settings","\u002Fen\u002Fsettings\u002Fprocedures","en\u002F12.settings\u002F4.procedures",{"title":117,"path":118,"stem":119},"Procedure Template Settings","\u002Fen\u002Fsettings\u002Ftemplates","en\u002F12.settings\u002F5.templates",{"title":121,"path":122,"stem":123},"User Profiles","\u002Fen\u002Fsettings\u002Fuser-profiles","en\u002F12.settings\u002F6.user-profiles",{"title":125,"path":126,"stem":127},"Clinic Access Rules","\u002Fen\u002Fsettings\u002Faccess-rules","en\u002F12.settings\u002F7.access-rules",{"title":129,"path":130,"stem":131,"children":132},"Account & Security","\u002Fen\u002Faccount-and-security","en\u002F13.account-and-security\u002Findex",[133,134,138,142,146,150],{"title":129,"path":130,"stem":131},{"title":135,"path":136,"stem":137},"Sign in to Dentaltap","\u002Fen\u002Faccount-and-security\u002Fsigning-in","en\u002F13.account-and-security\u002F1.signing-in",{"title":139,"path":140,"stem":141},"Reset your password","\u002Fen\u002Faccount-and-security\u002Fresetting-your-password","en\u002F13.account-and-security\u002F2.resetting-your-password",{"title":143,"path":144,"stem":145},"Two-step verification","\u002Fen\u002Faccount-and-security\u002Ftwo-step-verification","en\u002F13.account-and-security\u002F3.two-step-verification",{"title":147,"path":148,"stem":149},"Roles and permissions","\u002Fen\u002Faccount-and-security\u002Froles-and-permissions","en\u002F13.account-and-security\u002F4.roles-and-permissions",{"title":151,"path":152,"stem":153},"Manage clinic users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient Profile","\u002Fen\u002Fpatients-management\u002Fpatient-profile-overview","en\u002F2.patients-management\u002F4.patient-profile-overview",{"title":177,"path":178,"stem":179,"children":180},"Medical Profile","\u002Fen\u002Fmedical-profile","en\u002F3.medical-profile\u002Findex",[181,182,186,190,194],{"title":177,"path":178,"stem":179},{"title":183,"path":184,"stem":185},"Medical Alerts","\u002Fen\u002Fmedical-profile\u002Fmedical-alerts","en\u002F3.medical-profile\u002F1.medical-alerts",{"title":187,"path":188,"stem":189},"Questionnaires","\u002Fen\u002Fmedical-profile\u002Fquestionnaires","en\u002F3.medical-profile\u002F2.questionnaires",{"title":191,"path":192,"stem":193},"Consent Forms","\u002Fen\u002Fmedical-profile\u002Fconsent-forms","en\u002F3.medical-profile\u002F3.consent-forms",{"title":195,"path":196,"stem":197},"Self Check-In","\u002Fen\u002Fmedical-profile\u002Fself-check-in","en\u002F3.medical-profile\u002F4.self-check-in",{"title":199,"path":200,"stem":201,"children":202},"Treatment History","\u002Fen\u002Ftreatment-history","en\u002F4.treatment-history\u002Findex",[203,204,208,212,216,220,224,228,232],{"title":199,"path":200,"stem":201},{"title":205,"path":206,"stem":207},"Dental Chart and Tooth Conditions","\u002Fen\u002Ftreatment-history\u002Fdental-chart","en\u002F4.treatment-history\u002F1.dental-chart",{"title":209,"path":210,"stem":211},"Clinical Diagnostics","\u002Fen\u002Ftreatment-history\u002Fdiagnostics","en\u002F4.treatment-history\u002F2.diagnostics",{"title":213,"path":214,"stem":215},"Radiographs and Ortho Photos","\u002Fen\u002Ftreatment-history\u002Fradiographs-and-ortho-photos","en\u002F4.treatment-history\u002F3.radiographs-and-ortho-photos",{"title":217,"path":218,"stem":219},"Clinical Notes","\u002Fen\u002Ftreatment-history\u002Fclinical-notes","en\u002F4.treatment-history\u002F4.clinical-notes",{"title":221,"path":222,"stem":223},"Patient Vitals","\u002Fen\u002Ftreatment-history\u002Fvitals","en\u002F4.treatment-history\u002F5.vitals",{"title":225,"path":226,"stem":227},"Treatment History Procedures","\u002Fen\u002Ftreatment-history\u002Fprocedures","en\u002F4.treatment-history\u002F6.procedures",{"title":229,"path":230,"stem":231},"Periodontal Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow Ups","\u002Fen\u002Ffollow-ups","en\u002F7.follow-ups\u002Findex",[289,290,294],{"title":285,"path":286,"stem":287},{"title":291,"path":292,"stem":293},"Book Next Visit","\u002Fen\u002Ffollow-ups\u002Fbook-next-visit","en\u002F7.follow-ups\u002F1.book-next-visit",{"title":295,"path":296,"stem":297},"Queue Follow Up","\u002Fen\u002Ffollow-ups\u002Fqueue-follow-up","en\u002F7.follow-ups\u002F2.queue-follow-up",{"title":299,"path":300,"stem":301,"children":302},"Inventory","\u002Fen\u002Finventory","en\u002F8.inventory\u002Findex",[303,304,308,312,316,320,324,328,332],{"title":299,"path":300,"stem":301},{"title":305,"path":306,"stem":307},"Inventory Overview","\u002Fen\u002Finventory\u002Foverview","en\u002F8.inventory\u002F1.overview",{"title":309,"path":310,"stem":311},"Inventory Products","\u002Fen\u002Finventory\u002Fproducts","en\u002F8.inventory\u002F2.products",{"title":313,"path":314,"stem":315},"Inventory Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":79,"body":348,"dateModified":594,"datePublished":594,"description":595,"extension":596,"image":594,"links":594,"meta":597,"navigation":598,"path":80,"seo":599,"stem":81,"__hash__":600},"docs_en\u002Fen\u002F11.reports\u002F4.finances.md",{"type":349,"value":350,"toc":582},"minimark",[351,360,363,368,388,391,395,398,417,420,440,451,455,462,469,472,476,481,486,489,493,498,503,506,510,515,520,523,527,530,547,550,554,579],[352,353,354,355,359],"p",{},"Open ",[356,357,358],"strong",{},"Reports → Finances",".",[352,361,362],{},"Finances explains how money moved during the selected period. Use it when you need to review payments, invoices, procedure production, credits, refunds, discounts, taxes, and outstanding balances.",[364,365,367],"h2",{"id":366},"configuration-links","Configuration links",[369,370,371,381],"ul",{},[372,373,374],"li",{},[375,376,380],"a",{"href":377,"rel":378},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ffees\u002Fprocedures",[379],"nofollow","Procedures",[372,382,383],{},[375,384,387],{"href":385,"rel":386},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fusers",[379],"Users",[352,389,390],{},"Procedure setup, doctor assignment, payment types, discounts, and tax handling affect how finance reports are grouped and understood.",[364,392,394],{"id":393},"what-finances-contains","What Finances contains",[352,396,397],{},"The Finances report includes three main summary cards:",[369,399,400,406,412],{},[372,401,402,405],{},[356,403,404],{},"Payments",": total received payments, applied credits, taxes, and discounts.",[372,407,408,411],{},[356,409,410],{},"Invoices",": invoice totals, paid amount, debts, and canceled invoice values.",[372,413,414,416],{},[356,415,380],{},": procedure totals and quantity, with confirmed, in-progress, and planned amounts.",[352,418,419],{},"Below the main cards, finance KPIs show:",[369,421,422,428,434],{},[372,423,424,427],{},[356,425,426],{},"Net Inflow",": current net financial movement compared with the previous period.",[372,429,430,433],{},[356,431,432],{},"Credits & Refunds",": new credits, returns, and refunds.",[372,435,436,439],{},[356,437,438],{},"Credit\u002FDebit Notes",": credit note and debit note totals.",[352,441,442,443,446,447,450],{},"In this report, ",[356,444,445],{},"Returns"," means returns of patient advance credits. ",[356,448,449],{},"Refunds"," means refunds of invoice payments.",[364,452,454],{"id":453},"payments-report","Payments report",[352,456,457,458,461],{},"Click ",[356,459,460],{},"View Report"," on Payments to review payment rows.",[352,463,464,465,468],{},"The payment detail report can include date and time, patient, payment type, amount, group, tax, discount, doctor, created by, metadata, next visit, phone, email, stats, and an ",[356,466,467],{},"Open Patient"," action.",[352,470,471],{},"Use it to reconcile daily payments, review discounts and taxes, or check who created a payment.",[364,473,475],{"id":474},"invoices-report","Invoices report",[352,477,457,478,480],{},[356,479,460],{}," on Invoices to review invoice rows.",[352,482,483,484,468],{},"The invoice detail report can include date and time, patient, invoice total, paid amount, remaining balance, discount, tax, doctor, created by, metadata, next visit, phone, email, stats, and an ",[356,485,467],{},[352,487,488],{},"Use it to review debt, paid invoices, canceled invoices, and patient balances.",[364,490,492],{"id":491},"procedures-report","Procedures report",[352,494,457,495,497],{},[356,496,460],{}," on Procedures to review procedure rows.",[352,499,500,501,468],{},"The procedure detail report can include date and time, patient, procedure, quantity, total, doctor, next visit, phone, email, stats, and an ",[356,502,467],{},[352,504,505],{},"Use it when the clinic needs to compare clinical production with payments or invoices.",[364,507,509],{"id":508},"credits-and-refunds-report","Credits and refunds report",[352,511,457,512,514],{},[356,513,460],{}," on Credits & Refunds to review credit movement.",[352,516,517,518,468],{},"The detail report can include date and time, patient, amount and type, group, created by, invoice number, doctor, note, next visit, phone, email, stats, and an ",[356,519,467],{},[352,521,522],{},"Use it to understand patient advance credits, returns of credits, and invoice payment refunds.",[364,524,526],{"id":525},"charts","Charts",[352,528,529],{},"Finances includes charts for:",[369,531,532,535,538,541,544],{},[372,533,534],{},"payments by date;",[372,536,537],{},"procedures by date;",[372,539,540],{},"payments by type;",[372,542,543],{},"payments by group;",[372,545,546],{},"top procedures by code.",[352,548,549],{},"These charts are useful when totals look unusual. For example, you can see whether a revenue change came from one procedure group, one payment type, or a particular date.",[364,551,553],{"id":552},"useful-features","Useful features",[369,555,556,559,565,568,573],{},[372,557,558],{},"Use date range and branch filters before reviewing totals.",[372,560,561,562,564],{},"Use ",[356,563,460],{}," to open the records behind the summary cards.",[372,566,567],{},"Use table filtering and sorting inside detail reports when available.",[372,569,561,570,572],{},[356,571,467],{}," to review patient billing context.",[372,574,561,575,578],{},[356,576,577],{},"Download Report"," to export the active Finances report.",[352,580,581],{},"The Credit\u002FDebit Notes card currently shows totals in the dashboard. Detailed opening from that card may depend on the current app version and clinic configuration.",{"title":583,"searchDepth":584,"depth":584,"links":585},"",2,[586,587,588,589,590,591,592,593],{"id":366,"depth":584,"text":367},{"id":393,"depth":584,"text":394},{"id":453,"depth":584,"text":454},{"id":474,"depth":584,"text":475},{"id":491,"depth":584,"text":492},{"id":508,"depth":584,"text":509},{"id":525,"depth":584,"text":526},{"id":552,"depth":584,"text":553},null,"Review payments, invoices, procedures, credits, refunds, discounts, taxes, debts, and financial drilldowns.","md",{},true,{"title":79,"description":595},"-RuKbQJMCSwvsKyJfyYsjktUbIR7xSUZ4sFP_rwtWGQ",[602,604],{"title":75,"path":76,"stem":77,"description":603,"children":-1},"Review appointments, new patients, no-shows, cancellations, bookings, and patients without follow-up.",{"title":83,"path":84,"stem":85,"description":605,"children":-1},"Review inventory valuation, orders, returns, sales, stock movement, profit, turnover, and write-offs.",1784371856439]