Billing Reports and Revenue Visibility
Billing reports give you a clear view of your practice’s financial health, from monthly recurring revenue to outstanding balances and payment trends.
Understanding your revenue is critical for running a sustainable DPC practice. DPC Pro provides billing reports that show monthly recurring revenue (MRR), collected payments, failed charges, outstanding balances, and revenue by plan type. These reports update in real time as payments are processed. For broader practice metrics beyond billing, see Reports & Analytics.
This page covers the available billing reports, how to filter and export data, and how to use the financial dashboard for day-to-day revenue monitoring. Reports are accessible to users with the manager role.
Billing reports give you the numbers you need for tax season, pricing decisions, and growth tracking, without exporting to a spreadsheet.
Revenue Dashboard
Section titled “Revenue Dashboard”The billing dashboard is your practice’s financial command center. Navigate to Billing to see an overview that includes:
Key metrics
Section titled “Key metrics”| Metric | What it shows |
|---|---|
| Active Memberships | Total number of memberships with active status |
| Past Due Memberships | Memberships with failed payments currently in recovery |
| Total Covered Patients | Number of patients with active membership coverage |
| Monthly Recurring Revenue (MRR) | Calculated from all active memberships: monthly memberships at face value + annual memberships divided by 12 |
| Annual Recurring Revenue (ARR) | MRR multiplied by 12: your projected yearly revenue from active memberships |
| Outstanding Balance | Total amount due across all unpaid invoices |
Dashboard sections
Section titled “Dashboard sections”The billing dashboard also displays:
- Overdue Invoices: the 5 most recent overdue invoices, showing account holder, amount, and due date
- Recent Transactions: the 10 most recent payments processed by your practice
- Active Payment Plans: up to 5 active payment plans with upcoming scheduled payments
- Payment Processing Status: whether your practice’s payment processing account is connected and charges are enabled
Payment History Report
Section titled “Payment History Report”View all transactions
Section titled “View all transactions”Navigate to Billing → Transactions to see every payment processed by your practice.
Each transaction record includes:
| Field | Description |
|---|---|
| Account holder | Who was charged |
| Gross amount | Total amount collected |
| Platform fee | DPC Pro platform fee deducted |
| Processing fee | Payment processor fee deducted |
| Net amount | Amount deposited to your bank account |
| Status | Succeeded, Pending, Failed, Refunded, Disputed, or Partial Refund |
| Description | What the charge was for |
| Date | When the transaction was processed |
| Settlement date | When the funds were deposited to your bank |
Filter transactions
Section titled “Filter transactions”Use the filters at the top of the transaction list to narrow results:
- Search: find transactions by account holder name or payment reference ID
- Status: filter by Succeeded, Failed, Refunded, Disputed, or Partial Refund
- Date range: set start and end dates to view a specific period
View a transaction detail
Section titled “View a transaction detail”Select any transaction to see the full detail page, including:
- The linked invoice (if applicable)
- The linked membership
- Refund history (if partially or fully refunded)
- Option to process a refund
Outstanding Balances
Section titled “Outstanding Balances”Overdue invoices
Section titled “Overdue invoices”Navigate to Billing → Invoices and filter by Status: Overdue to see all invoices past their due date.
Each overdue invoice shows:
- Account holder name
- Patient name (if applicable)
- Amount due and amount paid
- Due date
- Days overdue
Failed payments dashboard
Section titled “Failed payments dashboard”Navigate to Billing → Failed Payments for a consolidated view of all memberships and payment plan payments currently in recovery. From this view you can:
- Retry a charge
- Send a reminder email to the account holder
- Waive the failed payment
Invoice statuses
Section titled “Invoice statuses”| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Sent | Delivered to the account holder |
| Viewed | Opened by the account holder |
| Paid | Payment received in full |
| Overdue | Past due date with outstanding balance |
| Cancelled | Voided: no payment expected |
| Refunded | Payment was returned to the account holder |
Revenue by Plan Type
Section titled “Revenue by Plan Type”Membership report
Section titled “Membership report”Navigate to Billing → Reports → Memberships to view revenue broken down by membership plan.
This report shows:
- Number of active memberships per plan
- Monthly recurring revenue per plan
- Membership status distribution (active, past due, cancelled)
- Total covered patients per plan
Understanding MRR by plan
Section titled “Understanding MRR by plan”MRR is calculated differently based on billing interval:
- Monthly memberships: the monthly price contributes directly to MRR
- Annual memberships: the annual price divided by 12 contributes to MRR
This gives you an apples-to-apples comparison of revenue across plans regardless of billing interval.
Revenue report
Section titled “Revenue report”Navigate to Billing → Reports → Revenue to view collected revenue over time.
Account Credits
Section titled “Account Credits”DPC Pro supports account credits that can be applied to invoices. Credits are tracked per account holder at the organization level.
Credit types
Section titled “Credit types”| Type | When used |
|---|---|
| Overcharge Correction | Correcting an accidental overcharge |
| Refund to Credit | Converting a refund into account credit instead of returning to the payment method |
| Goodwill Credit | A courtesy credit for patient satisfaction |
| Promotional Credit | A promotional offer or discount |
| Manual Adjustment | Any other balance adjustment |
Manage credits
Section titled “Manage credits”- Navigate to the account holder’s profile → Credits.
- Select Add Credit.
- Enter the credit amount, type, and description.
- Select Save.
Credits are applied to invoices on a first-in, first-out (FIFO) basis: the oldest available credit is used first. Each credit application is logged in an audit trail showing the before/after balance and who applied it.
To void a credit, select Void next to the credit entry. Voided credits cannot be re-applied.
Exporting Billing Data
Section titled “Exporting Billing Data”Invoice list export
Section titled “Invoice list export”From the Billing → Invoices list:
- Apply any filters (status, date range, search term).
- The filtered list can be used for manual record-keeping.
Payment processor reports
Section titled “Payment processor reports”For detailed financial reports, tax documents, and payout history:
- Navigate to Billing → Stripe Dashboard.
- Your payment processor’s Express Dashboard provides:
- Payout reports
- 1099 tax documents
- Dispute details
- Charge and refund history
Related Pages
Section titled “Related Pages”- Create and Manage Membership Plans
- Individual Memberships
- Family Memberships and Dependents
- Employer Group Plans
- Add-On Charges
- Payment Processing and Receipts
- Handle Failed Payments
- Cancellations and Membership Changes
Need Help?
Section titled “Need Help?”If you run into issues with billing reports, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.