â ď¸ Important: The Payroll Report is NOT a payroll service.
The Payroll Report tells you how much compensation each provider has earned, based on the data in AcuBliss. It does not calculate or withhold taxes, file anything with the government, produce W-2s or 1099s, or send money through direct deposit.
You'll still need your separate payroll service or payroll company to process payments and handle all payroll taxes. Think of this report as the exact numbers you hand to them. All amounts are shown before any tax calculations.
Overview
The Payroll Report calculates how much each practitioner is owed for any period you choose, using the compensation rules you set: service commissions, product and insurance commissions, tips, bonuses and more. It's included in your plan at no extra charge.
Only the practice owner and admins can view or generate payroll reports.
Step 1: Open the Payroll Report
Go to Reports > Payroll Report.
Click the blue Generate Payroll button.
Step 2: Choose Your Staff Members
Select the practitioners you want to run payroll for. You can pick one staff member or several at once.
Step 3: Select the Pay Period
Choose the time range for the report:
Presets: Quickly select the previous month, or any individual month going back a full year.
Current month to date: Everything from the 1st of this month until today.
Custom range: Set your own Start Date and End Date.
Click Next when you're ready.
Step 4: Configure Compensation
This is where you define exactly how each practitioner gets paid.
Amount Received vs. Amount Charged
Amount Received: Based only on what has actually been paid. Invoices your patients haven't paid yet won't be included.
Amount Charged: Based on what the invoice charges the patient, whether or not it has been paid yet.
Service & Sub-bill Procedure Commission
Set the commission your providers earn on services and sub-bill procedures. You have two options:
Same percentage for all services: One rate applies across the board.
Commission per service: Set a different percentage for each individual service.
đĄ Tip: Pay a flat rate per service? Use commission per service and set the percentage that matches your flat amount. For example, paying $30 on a $100 service = 30%.
Additional Compensation Options
Product commission: Earn a percentage on products sold.
Insurance commission: Earn a percentage on insurance payments.
Patient responsibility commission: Earn a percentage on patient responsibility charges, like copays and insurance deductibles.
Tips: Choose whether to include tips in the payout.
Pay adjustments: Add bonuses, deductions, or anything else that isn't calculated automatically from your invoices.
Copy Settings from Another Practitioner
Running payroll for several providers with similar pay? Use the copy settings option at the top of this step to pull in another practitioner's configuration, then tweak anything that's different.
Step 5: Generate and Lock Payroll
Click Generate and Lock Payroll. AcuBliss calculates each practitioner's compensation using every invoice in the system for that period.
Reviewing Your Payroll Report
Once generated, you'll see the total compensation for each practitioner, plus a breakdown by:
Services
Products
Insurance
Tips, adjustments, and anything else you configured
Click any category to see the detailed table behind the number.
From here you can also:
Download the report as a PDF or CSV to send to your payroll provider.
View the history of changes made to that period's report.
See who created the report and when.
Edit the settings directly on an individual report, then save. The report updates for that time period.
Important Notes
One compensation per practitioner per period: If you run payroll again for the same practitioner and the same period with different settings, you won't get a second report. The existing report updates to the new settings.
Overlapping periods are fine: You can run separate reports for the same practitioner by month, quarter, half-year, or full year. Each keeps its own date range.
Admins and owner only: No other staff role can see or generate payroll.
No time tracking: The report is based on compensation from invoices, not hours worked. AcuBliss doesn't include a clock-in system.
Your Report Is Only as Good as Your Data
The Payroll Report is built entirely from what's recorded in AcuBliss. To get accurate numbers:
Check in your patients for every visit.
Create invoices for the services and products provided.
Record every payment, even ones you take outside of Stripe (like an external POS system, cash, or check). You can always log those manually on the patient's invoice.
If visits, invoices, or payments are missing, the report won't have enough information to calculate accurate compensation.
Questions? Reach out â we're happy to help! â¨