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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 1.1
edited by Isaac Mejia
on 2025/12/15 16:53
Change comment: There is no comment for this version
To version 17.1
edited by David Stadnyk
on 2026/03/26 03:19
Change comment: There is no comment for this version

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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
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1 +Payment|Management
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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Invoices and Payments =
3 +**Invoices and Payments | Using Reports**
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/invoices-and-payments_1534230659>>https://membersolutions-9221154.hs-sites.com/kb/invoices-and-payments_1534230659]]{{/info}}
5 +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.
6 +[[image:1774495002716-661.png]]
7 +[[image:1774494945149-857.png]]
6 6  
7 -* [[Table of Contents>>Table-of-Contents_1534033990.html]]
9 +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:
10 +[[image:1774495065095-989.png]]
11 +\\Once you have defined your criteria, you can:
8 8  
9 -* [[Reporting>>Reporting_1533968499.html]]
13 +* **Download or Print** the report
14 +* **Send an email or text** to all members that match the report criteria
15 +* **Schedule a recurring report**
10 10  
11 - Invoices and Payments
17 +[[image:1774495115255-830.png]]
12 12  
13 - Created by
14 - Amith on Feb 18, 2021
19 +**Scheduling a Report**
15 15  
16 -**Invoice and Payments Report**
21 +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.
17 17  
18 -This report will show you all of the invoices and payments that you have received by members. Keep track of all invoices, what has been paid, what may still be outstanding, and the totals for each.
23 +**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
19 19  
20 -image:kb-1534230659-1534066897-1.png
21 -
22 -Click **Reports>Sales>Invoices and Payments.**
23 -
24 -* Select the date range you want to look at.
25 -
26 -* Enter a member’s name or leave the fields blank to return results for all the members.
27 -
28 -* Click **Search.**
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30 -image:kb-1534230659-1534066903-1.png
31 -
32 32  {{include reference="KBSupportCTA.WebHome"/}}
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