On the Patient Page
By navigating to the transaction's tab of a patient page, you can view all created invoices, payments, deposits, credit notes, and refunds. Use the filters on the transactions as well as subscriptions pages on the patient's profile to filter among payments.
On the Finance Tab
Note: Only those with the Admin or Finance Admin permissions have access to the Finance tab of the platform.
Within the Transactions section of Finance tab of the wawa platform, you can use the following filters:
Filter by type: indicate whether you want to see all transaction types, payments only, refunds only, or credits only
Select payment methods: indicate the payment method(s) by which you wish to filter the overview
Select patient: allows you to view transactions filtered by each patient – viewing by patient on the transaction page rather than the patient page allows you to apply additional filters on top
Select date range: filter by a range of dates – or by a single date by clicking on the desired date twice (as both the start and end of the range)
You can also filter by payment method from the subscriptions page, which allows you to view subscriptions with no payment method, and with cards or direct debits set up as the recurring payment method.