Owl’s Tips for Year-End Part 1: Account Summaries for Clients

Share this to your followers

As we head towards year’s end, we wanted to offer some tips on how to get organized with Owl Practice. Previously, it mayhave been difficult getting all of your accounting data in order for the right parties, at the right time. With Owl, however, it’s incredibly easy! Over the next couple of posts, we’ll  provide a quick orientation to how to easily create summaries for your clients, and also how to prepare for year-end financials and tax preparation for your accountant.

Account Summaries for Clients

After the end of the year, your clients may request summaries of their appointments and payments to you for tax purposes. There’s a very easy way to do this on request for your clients using the Account Summary feature. Here’s how you create a summary for a client:

  1. Head to the client’s profile, and click on Account Summary in the menu item (just under Record Payment).
  2. Enter the from and to dates for which you’d like to summarize the client’s activity with your practice.  Typically this is for the entire year.
  3. Click Create to generate a PDF of the client’s account summary for that time period.
  4. Email, print, or save your client’s summary as a PDF.

Owl doesn’t store the Account Summaries anywhere as they are a snapshot in time and change over time as new activity happens on a client’s account. That’s it!

Next time, we’ll give you advice on using Owl to bundle your data together for that vital end-of-year package to send to your accountant! There’s a bit more to it, but you’ll still quickly and easily be able to get your data ready to go!

Click here to read Owl’s Tips for Year-End Part 2: Accounting Details for your Accountant

 

Practice Wisely

Popular Articles

What you can accomplish with Owl

The Owl Observer examines the health and wellness industry through the lens of the professionals that are redefining private practice. Find inspiration, learn from others, and discover insights on how to build the best version of your practice.

Stay inspired

Get the latest stories from your peers right to your inbox.

Try Owl free for 14 days

Start your trial. Invite your team. Join the thousands of care professionals using Owl to run their practice every day.

Join our Mailing list!

Get all latest news, exclusive deals and academy updates.
Free and no spam ever. Unsubscribe anytime.
Welcome to Owl
We noticed you're located in the US. Which Owl website would you like to visit?
The Owl website is designed for residents of the US and Canada. Which Owl website would you like to visit?
Clicking on "Take me to Owl US" will redirect you to the US version of Owl. Any pricing will be shown in USD, and access and use of this website is subject to Terms of Use.