Fees · Page guide
Income reports
Read what came in each day, what each fee type earned, and billed against collected.
Open in InsplyChoose a tab and a date range, read the table, and download it if you need to.
Use it
- Pick a tab: Daily collection, Revenue by fee head or Billed vs collected.
- Set From and To, then select Show.
- Select Download to get the same report as Excel or PDF for those dates.
The tabs
- Daily collection: for each day, the number of payments, the amount by Cash, Bank, Online, Card and Cheque, and the total. A totals row is at the bottom.
- Revenue by fee head: for each fee head, invoices, amount billed and its share of the total.
- Billed vs collected: for each billing month, invoices, billed, collected, outstanding and the percentage collected.