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
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
Select the Report you would like to run
Fill in the Fields, some reports have different fields
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
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
While in Fons, navigate to Clients tab
Click the "Actions" drop down
Select "Export Client List"
Fill in the Fields
You can choose the Format CSV or PDF format.
If you choose PDF you will have the option to Open or Download
Click Open or Download report
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