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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 10.1
edited by David Stadnyk
on 2026/03/25 17:05
Change comment: There is no comment for this version
To version 12.1
edited by David Stadnyk
on 2026/03/26 03:15
Change comment: Uploaded new attachment "1774494945149-857.png", version {1}

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
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3 -= Invoices and Payments =
3 +**Reports**
4 4  
5 -**Invoice and Payments Report**
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 6  
7 -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.
7 +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. Once you have defined your criteria, you can:
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9 -[[image:kb-1534230659-1534066897-1.png]]
9 +* **Download or Print** the report
10 +* **Send an email or text** to all members that match the report criteria
11 +* **Schedule a recurring report**
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11 -Click **Reports>Sales>Invoices and Payments.**
13 +**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.
12 12  
13 -* Select the date range you want to look at.
15 +**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
14 14  
15 -* Enter a member’s name or leave the fields blank to return results for all the members.
16 -
17 -* Click **Search.**
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19 -[[image:kb-1534230659-1534066903-1.png]]
20 -
21 21  {{include reference="KBSupportCTA.WebHome"/}}
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