Use the practice-wide Finances page to review session charges and payments, filter records, export data, and open financial reports.

The top-level Finances page opens with All clients. The Finance tab inside a profile shows finance information for that client or student.

Review the finance summaries

The summary cards show:

• Paid to Date
• Outstanding
• Projected Revenue
• Waived
• Total sessions

Each card can show both a currency amount and a record count. Treat them as separate measures; one can be zero while the other is not.

If a total looks wrong, compare it with the rows currently shown in the table. iSpeax does not publish the formulas for these cards on this page.

Filter the finance table

Use the controls above the table to narrow the records:

• The date filter includes preset ranges.
• For a custom range, enter From and To, then select Apply.
• Use All clients and Search... to select one or more clients or students.
• Use All payments to select Unpaid, Paid, or Waived.
• Use All statuses to select statuses such as Scheduled, In Progress, Delivered, Absent, Client Canceled, or Provider Canceled.

Payment and status filters can include more than one selection. Clear a filter to return to the broader practice view.

Correct a missing service

1. Find the finance row that needs a service.
2. Select its Service field.
3. Choose the correct service.
4. Review the updated Amount and Projected Revenue.

The row amount and Projected Revenue update after you choose the service.

Export or report on finance data

• Select Excel or CSV to export finance records.
• Select Reports to open collected-payment, outstanding-balance, payment-timing, and aging summaries.

If no finance rows match the selected period, the page displays an empty state and the export controls can be unavailable. Select View All Time or change the date range before concluding that records are missing.

Use the related articles for export and report details.

Protect financial information

Finance pages and exports can contain names, session dates, services, locations, amounts, payment statuses, and paid dates.

• Export only the records you are authorized to access.
• Store downloaded files in an approved location.
• Do not assume that filters limit an exported file. Open each export and check its contents before sharing it.
• Do not attach unredacted finance files to an ordinary support message.