InToday · Compensation guide

Independent-Contractor Compensation & Performance Reporting

How a practitioner reviews their own booked earnings, and how an administrator compares provider production, invoiced sales, and appointment-based pay.

Personal earningsAdmin analyticsCompensation pay shareDate & user filters

Start with the right number

Booked appointment earnings

Use Dashboard → My Income Report. It presents one practitioner’s period-based earnings and a history with Booked Income, Billable Income, and Billed Income.

Invoiced clinic sales

Use Reports → Income. It is an accrual-basis, clinic-wide report of invoiced revenue, GST, collected amounts, and outstanding balances.

Do not treat booked income and invoiced sales as interchangeable. A booked appointment can exist before an invoice is issued or paid. The two screens deliberately answer different questions.

Administrators can use the User picker to review a team member. Monthly, weekly, yearly, and daily period controls are available.

Practitioner view: personal earnings only

In My Income Report, a practitioner sees the period selector and their own historical income without a team-member picker.

Practitioner view: personal KPIs and historical rows, without a team-member selector.

Personal and team views are distinct. Practitioners review their own income, while administrators can select a team member when using the team view.

Admin analytics: compare performance over time

Open Dashboard → Analytics. The Individual Performance tab supplies three filters—User, Period, and Go Back—and metric toggles for Earnings, Revenue, Clients, Hours, and $/Client.

Individual performance: user + lookback filters with metric cards and a trend chart.

The Team Comparison tab lets an administrator select providers and a lookback period, then compares revenue, hours, revenue per hour, median difference, and rank.

Team comparison: provider selector and Last 2 Months period filter, followed by a side-by-side performance table.

Team analytics are an administrator view. Practitioners use My Income Report for their own earnings history.

Admin compensation: pay components versus invoiced revenue

Open Reports → Compensation. The report compares appointment pay components—fixed, time, and travel—with pre-tax invoiced revenue attached to those appointments.

The report includes date presets, Start/End, optional Provider, Sort By, pay component columns, Revenue, and Pay Share %.

Pay Share %

Calculated as provider pay ÷ invoiced revenue for the report window. This is a profitability signal, not proof of a contractual percentage fee split.

Independent contractors

Use this screen to review appointment-linked pay and revenue. It does not prove a contractor payout has been approved, transferred, or cleared by a bank.

Available filters: date presets, Start/End pair, optional Provider, Sort By, compare-to-prior-period, Reset, and Refresh.

Clinic income: invoiced sales, collections, and outstanding

Open Reports → Income when the question is “what did the clinic invoice?” The report is monthly and accrual-based; it shows income excluding GST, GST, billed including GST, collected, and outstanding.

A 12-month view with custom Start/End dates and invoiced, collected, and outstanding totals.

Use the report for the right question. This clinic-wide sales report is not an individual contractor’s earnings statement.

Export compensation data

The Compensation report can download a CSV with Staff, Email, # Appts, Pay Fixed, Pay Time, Pay Travel, Pay Total, Revenue, and Pay Share %.

Before sharing an export: review the selected period, provider filters, and every exported row.

Use compensation reports responsibly

Reports summarize earnings, pay components, and invoiced revenue; payroll approval and bank transfers remain separate processes.
Invoiced and collected values describe clinic accounting and do not identify the payment or payroll provider.
Pay Share % is a comparison of provider pay and invoiced revenue, not a substitute for the contractor agreement.
Confirm the reporting period, provider, and clinic compensation policy before acting on the numbers.