To download a financial report in Hero, firstly click 'Reporting' in the Hero toolbar.
Next, decide whether you would like your report to show 'Invoices and Payments, Just 'invoices' or just 'Payments.'
Note: we recommend selecting 'Invoices', as you will be able to see whether they are paid or unpaid within the downloaded spreadsheet.
Next, decide which filters you would like on the date range.
Note: If you choose 'Created on' the spreadsheet will show you all the invoices created within the date range you choose. If you choose 'Seen on' the spreadsheet will show you all of the invoices for appointments within the date range. If you choose 'Paid on' the spreadsheet will show you payments from the date range you choose.
Next, choose the date range you would like to download.
Note: If you would like a specific date range, click specify and select the range from the calendar. I have selected 1st September to 25th September below.
Finally, select the practitioners you would like to download the report for and click download. The spreadsheet will then be sent to your registered email address.