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Help CenterReports

Topics

  • Getting started
  • Moving to CliniqSync
  • Calendar & appointments
  • Online booking
  • Client self-service
  • Clients & records
  • SOAP notes & AI
  • Invoices & payments
  • Insurance
  • Card payments
  • Services, add-ons & packages
  • Reminders & client emails
  • Reports
  • Your plan & account
  • Security & privacy
  • FAQs & troubleshooting

Reports

Payments, what's owing, services, GST and insurance.

  • What each report shows Payments, what's owing, services, and more on Pro.
  • Client statements A summary of a client's visits and payments for a period.

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