Financial overview
Billed, paid and outstanding revenue for any period, with comparisons.
The financial overview aggregates invoices and payments into the four numbers management asks for — total billed, total paid, outstanding and complimentary — and lets you compare a period against the previous period or the same period last year. It breaks revenue down by service using actual invoice lines rather than estimates.
What you can do here
- See total billed, paid, outstanding and complimentary for a period
- Compare against the previous period or the same period last year
- Filter by patient, owner, doctor, service and item type
- Choose whether dates mean invoice date or payment date
- Show only unpaid items
- Break revenue down by service from real invoice lines
The four headline numbers
| Figure | What it means |
|---|---|
| Total billed | Everything invoiced in the period, excluding complimentary treatment. |
| Total paid | What was actually received. |
| Outstanding | Billed but not yet received — your debtor position. |
| Complimentary | Treatment given without charge, shown separately so it neither inflates nor hides. |
Choosing the period
- 1
Pick a preset or a custom range
Presets cover the usual reporting periods; custom lets you set any two dates.
- 2
Decide what the dates mean
Filter by invoice date to measure what you billed, or by payment date to measure what you collected. These give different answers and both are legitimate — be clear which you are quoting.
- 3
Add a comparison
Compare with the previous period of the same length, or with the same period last year. Seasonality in aesthetic medicine makes the year-on-year comparison the more meaningful one.
Filters
- Patient
- Everything for one patient.
- Owner
- Revenue attributable to one advisor.
- Doctor
- Revenue by treating doctor.
- Service
- One or several treatments.
- Item type
- Narrows the revenue breakdown to a type of invoice line.
- Only unpaid
- Turns the page into a debtor report.
Revenue by service
The service breakdown is computed from the actual line items on the filtered invoices, and from the comparison period when one is selected.
- See which treatments generate the revenue, not just which are popular
- Compare a service against last year to see whether a price change worked
- Cross-check against the invoiced services report in Statistics to find treatment that was delivered but never billed
Important
Outstanding is only meaningful if invoices are kept up to date. An invoice that was paid in cash but never marked paid appears here as debt.
Related pages
Last updated September 2025. Screens may differ slightly depending on your plan and role.