If someone takes a deposit today for an appointment in the future, is there a report that will show the dollar amount for the future stay?

1 min. readlast update: 10.30.2025

It will show the deposit amount but not for particular stays. There is no report to show the appt $ total other than estimate or create the invoice.

 

What if you want to see what is forecasted for say December and then another report for deposits for December?

You can use the new receipts report that will show deposits made but it's when the deposits are made, nothing to do with appt date or when they're actually used.

There is also the boarding projected income report that shows amounts for appts booked for X date but it's the boarding part only.  It doesn't include feeds, meds, exercises, add-ons.

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