House Account

View the clinic overview

See income, revenue, expenses, and liability at a glance.

1. Open House Account from the sidebar.
2. Make sure the Overview tab is selected (it opens by default).
3. Read the four top cards: Net Income, Total Revenue, Total Expenses, and Outstanding Liability.
4. Look below at the Revenue Breakdown and Expense Breakdown cards to see where the money came from and went.

💡 Tip: Net Income turns green when positive and red when expenses exceed revenue — the red is informational, not an error.

Change the date range

Use a quick preset or pick custom dates to set the reporting period.

1. In the date filter bar near the top, click a preset: This Month, Last Month, Last 3 Months, or Year to Date.
2. For a custom range instead, click the From box and pick a start date, then click the To box and pick an end date.
3. Every number on the page refreshes automatically for the chosen period — there is no Apply button to press.

💡 Tip: Date filters do not affect liability — the Outstanding Liability card and the Liability tab always show the clinic's current balance regardless of the range you pick.

Filter by transaction type

1. In the date filter bar, click the Transaction Type dropdown (it shows All Types by default).
2. Choose All Types, Wellness Card Purchases, Wellness Card Commissions, Supplement Sales (No Token), or Supplement Sales (Lapsed).
3. The Overview totals and the Transactions table both refresh to show only that type.

💡 Tip: There is no Therapy Sales (No Token) filter option, so therapy rows only appear under All Types.

View the full transaction history

1. Click the Transactions tab.
2. Read each row: Date (with time underneath), a Type badge, a Description, the Patient name (or -), and the Amount.
3. Note revenue amounts are green with a leading + and expenses are red; the newest transaction is always at the top.
4. To narrow the list, change the date range or Transaction Type filter at the top.

💡 Tip: There is no search box and the table cannot be re-sorted — date range and Transaction Type are the only ways to narrow it.

Review outstanding wellness card liability

1. Click the Liability tab.
2. On the Wellness Card Liability card, read Active Cards, Unredeemed (therapies still owed), and Total Value.
3. On the Liability by Age card, review how that value splits across Less than 30 days, 30-90 days, and Over 90 days (the over-90 value is highlighted in red).

💡 Tip: Liability is valued at $50 per unredeemed therapy (a $500 card covers 10 therapies).

See commissions by practitioner

1. Click the Overview tab and find the Expense Breakdown card.
2. Under Wellness Card Commissions, read the By Practitioner list — each name with the dollar amount paid and the number of payouts in parentheses.
3. For a single practitioner's view, set the Transaction Type to Wellness Card Commissions and adjust the date range.

💡 Tip: If no commissions were paid, the card reads "No commissions paid in this period".