Invoices and Payments

Last updated on March 26, 2026

Invoices and Payments | Using Reports

Clicking Reports opens a page with a wide range of reporting options, including Payments by Type, New Members, Outstanding Invoices, Sales by Category, and more.
 

Depending on the report selected, you will be presented with various search criteria such as first and last name, member ID, or a date range. For this example, we will use the Invoices and Payments Report:



Once you have defined your criteria, you can:

• Download or Print the report
• Send an email or text to all members that match the report criteria
• Schedule a recurring report

Scheduling a Report

To schedule a recurring report, select the Schedule Report option. From there, choose whether the report should be generated Daily, Weekly, or Monthly, set the time you would like it generated, and specify who the report should be emailed to.

Note: Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.