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How do I generate/view reports?
To view reports in your VisionHQ platform simply navigate to the Reports tab. In addition to your monthly Payout Reports, from here you’ll be able to run reports for the following: Monthly or Annual Payouts Upcoming Renewals Delinquent Members Newly ...
Activity Page (a.k.a. Reports)
TL;DR The "Activity" page is your newly designed Reports Page. Payout Reports, Monthly Reports, and Payment Ledger, all in one place. Taking cues from many online banking websites, we've organized all reports on one page with an activity ledger – aka ...
Payout Reports
Payout reports reflect activity with your bank account, and are what you should use to balance your books between VisionHQ and your practice management software. Payout reports most often reflect deposits, but your bank account could be debited, too. ...
Can a member pay the balance of their monthly membership?
Yes. In your platform, this is accomplished by switching their monthly membership to an annual membership and applying the payments already received, then collecting the remaining balance. Confused? Don't be. Check it out: Click the "Actions Button" ...
Improved Billing and Reconciliation for Your Monthly Payout
We are providing an important improvement to how we bill your monthly membership and merchant fees, designed to simplify your financial reporting and reconciliation process. What is Changing Starting January 1, 2026, we will be transitioning your ...