Skip to content
Treatlly
Accountant Guide

Subscription Billing & Usage Reports

Track subscription charges, add-on costs, usage limits, and payout settlements.

Updated 2 minutes ago · 16 views

Subscription Billing & Usage Reports

Subscription Billing

View practice subscription financial data:

  • Current plan details and billing cycle
  • Next billing date
  • Payment history and invoice history

Subscription Billing Reports

Track subscription-related finances:

  • Active plan details and renewal dates
  • Add-on charges (e.g., Teleconsultation)
  • Usage limit overage charges
  • Plan upgrade/downgrade history
  • Proration invoices for mid-cycle changes

Usage Reports

Monitor resource consumption:

  • Monthly appointment count vs. limit
  • Follow-up appointment utilization
  • Teleconsultation session usage
  • Staff member count vs. limit

Platform Fees

Track platform fees:

  • Fee per appointment
  • Total fees collected
  • Fee breakdown by type

Payout Tracking

Monitor payouts:

  • Auto-settlement status (Razorpay Route)
  • Transfer amounts
  • Settlement dates
  • Bank account details

Financial KPIs

  • Average revenue per appointment
  • Payment collection rate
  • Cancellation and refund rate
  • Outstanding payments
  • Monthly revenue growth trends
Was this helpful?
Share:

Still need help?

If this article didn't answer your question, our support team is ready to assist.

Request More Help