M
Michiel de AutomateDoctor
It would be extremely useful to have Payment Method available as a filter and breakdown in Dashboards widgets, especially when using Services V2.
Many clinics need to track monthly revenue split by Card vs Cash, including manually registered cash payments. Currently, there is no reliable way to create charts or widgets that show income by payment method, even though payments are correctly recorded.
Suggested improvement:
  • Add “Payment Method” (Card, Cash, Transfer, etc.) as a filter and grouping option in Dashboard widgets and Reports.
  • Ensure manually marked cash payments are included in revenue analytics.
  • This is a critical requirement for clinics, accounting, and daily decision making.
Thanks!
Michiel - automatedoctor.com