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Billing reports for Income Transactions, Payroll, Appointments & Client Lists
Billing reports for Income Transactions, Payroll, Appointments & Client Lists

Income Transactions, Payroll and Appointment Reporting, Reconciliation Reporting and Client List

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

Fons has many built in reports to help you with your accounting, payroll and appointment reporting!

  • Income Report -  All Income, Refund Transactions and Fees

  • Fons Payment Report - what you have paid for your Fons subscription

  • Payout Report - Deposits

  • Past Due Subscription Payments - past due client subscription payments

  • Payroll Report- how much each staff member has produced in hours, appointment count and income (for hourly appointments only)

  • Attendee Report (Attendees) - details of upcoming appointment

  • Appointment Report (payments)- details on past appointments and charges 

  • Transaction Report - client transaction report


Run a Report

  1. While in Fons, navigate to the Reporting tab->Reports

    • Note if you would like a report on just an individual client, open the client details, click the Action button on the top right and choose Appointment, Attendee or Transaction Report

  2. Select the Report you would like to run

  3. Fill in the Fields, some reports have different fields

  4. You can just open the report in another tab or download choose the Format CSV or PDF format.

    • If you choose PDF you will have the option to Open or Download

  5. Click Open or Download report

Note:

Reports can seem off for 2 reasons:

  • Deposits at the beginning of the month may have appointments from the previous month

  • deposits at the end of the month may not have appointments from the end of the month if they haven't cleared


Client List Report

  1. While in Fons, navigate to Clients tab

  2. Click the "Actions" drop down

  3. Select "Export Client List"

  4. Fill in the Fields

  5. You can choose the Format CSV or PDF format.

    • If you choose PDF you will have the option to Open or Download

  6. Click Open or Download report


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