In addition to the graphs and transaction history, you can also run three kinds of reports from the "Billing" tab in your account.
- Income/Expense Report - all Income and Refund Transactions
- Payroll Report- how much each staff member income has produced
- Appointment Report - details upcoming appointments
- Appointment Report - details on appointments and charges.
- Appointment Report for an individual client - run this from the client detail tab
- While in Fons. Navigate to the Billing tab
- Click the button that says "download report", located under your name on the upper right-hand side of the screen. Select the report you wish to view. You can choose to download it as a CSV or PDF format. It will then download a CSV or PDF file to your computer's default location.
- Note if you would like a report on just an individual client, open the client, click the Action button on the top right and choose "appointment report"
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