Use Sales and Settlement Reports

/reports is not just a lookup menu. It is an operating tool for reviewing payment quality, reconciling billing status, and preparing settlement evidence. In the current navigation, the main finance report groups are Sales, Settlement, Inventory Finance, and Revenue Shared. This document covers Sales and Settlement.

What to Review in Sales

/reports/sales is a bill-centered revenue monitoring screen.

Common Goals

• review revenue for today, yesterday, or the last 7 days
• track unpaid, overdue, or partially collected bills
• compare sales by branch, doctor, or status
• support tax invoice, re-reconciliation, refund, or dispute workflows

Filters and Controls

• date preset or custom date range
• branch
• doctor
• unverified-only view
• search term
• payment status
• sort order

Common Summary Areas

• total sales
• count or status summary
• payment-method mix
• category distribution

Cards and charts change together when the reporting period changes, so comparison meetings should lock the same date range before taking screenshots or exporting data.

Actions Available from Sales

Based on the current code, the Sales screen is not read-only. It can also open follow-up actions such as:

• reopening a payment flow or payment modal for a bill
• running reconciliation
• converting to a tax invoice flow
• printing related PDFs
• exporting report data

Warning: Any action that changes payment state from the report screen is not a passive reporting action. If finance users and operations users share the same screen, separate read-only and edit-capable access where possible.

What to Review in Settlement

/reports/settlement focuses on doctor-level and service-level contribution and payable amounts.

Operational Questions It Answers

• which veterinarians contributed how much revenue
• how much gross settlement, withholding tax, and net payable each doctor has
• how much hotel, grooming, taxi, or shop services contributed

Core Metrics

• doctor-level medical, pharmacy, and lab contribution
• gross settlement
• wht
• net payable
• service-level revenue and growth indicators

Date Controls

Settlement also depends on a selected reporting period:

• Today
• Yesterday
• Last 7 Days
• Custom

Settlement reports should always be aligned with the actual payroll or contract period used by the hospital.

How to Use Sales and Settlement Together

Daily Operations

• use Sales to review revenue quality and unpaid status
• drill down to the bill level when an abnormal case appears

Month-End Settlement

• validate total sales, refunds, and unpaid status in Sales
• then prepare doctor-level or service-level settlement evidence in Settlement

Dispute Handling

• inspect the bill and payment path in Sales
• if needed, check Use Audit Logs to see who changed the data

SaaS Plan Considerations

The current codebase includes a has_advanced_reporting feature flag. That means access to advanced reports may vary by subscription plan or tenant configuration.

Practical Tips

• when comparing branches, reset all filters first and then apply them again deliberately
• confirm the current sort order before exporting Sales data
• extract Settlement after refunds, overdue processing, or reconciliation events are reflected

Related Docs

• Use Inventory Finance and Revenue Shared Reports
• Use Audit Logs