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DocsBillingDaily close

Daily close

Comparing what Caresoft recorded against what reached each account.

For psychologistsUpdated September 19, 20261 min read
  • Running a close
  • Handling a variance

On this page

  • Running a close
  • When totals do not match

Running a close

Daily close

At the end of the day, compare recorded totals against each cash, UPI, bank or terminal account, by location.

When totals do not match

Any difference needs a reason from an owner or admin before the day can close. This keeps the ledger honest without silently editing anything.

PreviousRecording and verifying paymentsNext Reports and exports

On this page

  • Running a close
  • When totals do not match

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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