Important: These are not payments.
Recurring schedules do not mean a payment has occurred.
This report shows future payment instructions, not completed transactions.
Overview
The Recurring Payment Report gives you a centralized view of all recurring payment schedules (also called contracts) in your system.
These are not payments—they are instructions that tell the system when to process future charges.
When to use this report
Use this report when you need to:
- Confirm a patient is set up for automatic payments
- Review the amount, timing, or frequency of a schedule
- Check whether a schedule is Active, Cancelled, Deleted, or Completed
- Quickly locate and open a patient’s recurring setup
What this report includes (and what it doesn’t)
Each recurring schedule defines:
- How much to charge
- How often to charge
- When the charge should run
👉 To see actual processed payments, use the Payment Report.
Understanding the report
Each row represents a single recurring payment schedule.
Key columns explained
- Contract # → Unique ID for the recurring schedule
- Customer → Patient tied to the schedule
- Frequency → How often the payment runs (Once, Monthly, Yearly)
- Every → Interval of the schedule (e.g., every 1 month)
- On → The specific day or timing of the charge
- Amount → The amount that will be charged each time
- Status → Current state of the schedule
Status definitions
Understanding status is critical for avoiding confusion and unnecessary support calls:
- Active → The schedule is live and will run as configured
- Cancelled → The schedule has been stopped and will not run again
- Deleted → The schedule has been removed from the system
- Completed → The schedule has finished (one-time or limited schedules)
Filtering the report
At the top right, you’ll see the option:
Show only active
When enabled, this will:
- Display only active schedules
- Hide cancelled, deleted, and completed schedules
👉 Use this when you want to quickly see what will actually run moving forward.
Viewing & managing schedule details
Click on any row to open the patient’s recurring payment setup. From there, you can:
- View full schedule details
- Print the authorization form
- Cancel the schedule if needed
Common questions
“Why don’t I see a payment here?”
This report shows schedules, not transactions.
👉 Use the Payment Report to view processed payments.
“Why hasn’t the payment run yet?”
Check the On column and Frequency.
👉 These determine when the next charge is scheduled to run.
“Can I edit the schedule from here?”
No.
👉 Click the row to open the patient account, where you can manage the schedule.
Best practices
- Use this report to verify schedules before patients call
- Filter to Active Only when reviewing upcoming charges
- Always confirm:
- Amount
- Frequency
- Next run date
- Direct payment-related questions to the Payment Report, not this view
Summary
The Recurring Payment Report is your control center for scheduled payments—not a record of completed transactions.
Understanding this distinction helps you:
- Avoid confusion between schedules and payments
- Quickly troubleshoot billing questions
- Reduce unnecessary follow-ups and support calls
Want to review transaction activity and totals? See Review the Payment Report.
Need to refund, void, or post a transaction? See Manage Payments and Transactions.
Powered by