This is a common question given that the patient ledgers and membership amount won’t match exactly due to the merchant fees being taken out during each transaction
The money going into your practice's bank account will be the net difference after the merchant fees have been automatically deducted. Since this is the case, through our reports feature you can generate a payment report page that gives a clear look at the totals generated by the membership plans at your practice by gross amount, fees, and net difference. This report can be filtered according to specific payment and date requirements.
We recommend that offices use this report feature weekly or monthly to match the appropriate charges. Typically payments take two business days to show in your account from the time they are processed through BoomCloud's renewal system.
The clips below highlight the use of filtering by date and the breakdown of payments received:
Step 1
Step 2