The Billing Report can be used to summarise items billed or items paid in a date range. This is generally the primary report to aid in determining practitioner wages or commissions.
This article is not payroll or accounting advice. Please consult your accountant or bookkeeper to determine the correct payment methods for your staff. The guidance below reflects how most businesses use this report, but may not be suitable for your specific situation.
Are practitioners paid based on items billed or items paid in a date range?
There are two common approaches to paying practitioner wages, based on either:
Items billed - refers to services or products that have been invoiced to the patient within the selected date range, regardless of whether payment has actually been received. A practitioner is paid based on what they have delivered and billed for, not what items have been paid.
Items paid - refers to money that has been collected and allocated against invoice items within the selected date range. A practitioner is only paid once the practice has actually received the funds.
The Billing report provides a toggle to switch between the reporting methods as below:
Your payment process must remain consistent, so once you have determined the correct settings for your business, we recommend using the Save Filter and Load Filter options for accuracy and convenience.
Wages Based on Items Billed
The following settings are commonly used on the Billing Report when paying practitioners based on Items Billed.
In most cases, the Group By options of Schedule and Practitioner are recommended. This will separate the results for each practitioner, but will also separate billed service items from products (by Schedule).
Click Generate Report to see a list of items billed in the selected date range, for each practitioner-business combination. Note that these items may or may not be paid.
The Net Fee column reflects the total of items billed, less discounts in the date range.
Wages Based on Items Paid
The following settings are commonly used on the Billing Report when paying practitioners based on Items Paid.
It is important to understand the difference between searching by Allocation Date and Payment Date, particularly when your practice uses unallocated payments (credits).
An unallocated payment is when a patient pays a lump sum upfront — for example, $1,000 to cover multiple future visits — which is then applied to individual invoice items as each service is delivered. In this scenario, the original payment date could be months in the past, long before the services you are reporting on were actually provided.
Allocation Date (recommended) captures items where a payment was allocated to an invoice within the selected date range. This means that even if the original payment was received months earlier, the individual items it was applied to will still appear in your results for the correct period.
Payment Date (not recommended) captures items based on when the payment itself was received, not when it was applied to an invoice. Using this method, a $1,000 credit paid in January would not surface the individual items it was applied to in February, March, or beyond — meaning services delivered in those periods could be missing from your wage calculations.
Again, the Group By options of Schedule and Practitioner are recommended.
Click Generate Report to see a summary of items with a payment allocated in the selected date range.
The Payment column reflects the total payments applied to items in the date range.
Factoring in Passes
If your practice uses PracSuite's Passes feature to redeem items, those redemption figures will not appear in the Billing Report. Pass redemptions for a given date range are only available in the Pass Redemptions report.
When calculating practitioner wages, it is important to avoid double-counting. If a patient purchases a pass and then redeems it for services, both the pass sale and the individual redemptions could appear across your reports — but a practitioner should only be paid once per service delivered. For this reason, it is advisable to exclude pass purchases from the Billing Report and rely on the Pass Redemptions report for any pass-related activity instead.
You will then need to combine the Billing Report results with the Pass Redemptions report results to arrive at a complete picture for the pay period.