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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 11.1
edited by David Stadnyk
on 2026/03/25 18:16
Change comment: Uploaded new attachment "1774462572747-611.png", version {1}
To version 22.1
edited by David Stadnyk
on 2026/03/26 03:22
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Invoices and Payments =
4 4  
5 -**Invoice and Payments Report**
4 +**Invoices and Payments | Using Reports**
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.
8 8  
9 -[[image:kb-1534230659-1534066897-1.png]]
7 +[[image:1774495310309-433.png]]
10 10  
11 -Click **Reports>Sales>Invoices and Payments.**
9 +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.
10 +
12 12  
13 -* Select the date range you want to look at.
12 +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:
13 +[[image:1774495271601-819.png]]
14 +[[image:1774495065095-989.png]]
15 +\\Once you have defined your criteria, you can:
14 14  
15 -* Enter a member’s name or leave the fields blank to return results for all the members.
17 +* **Download or Print** the report
18 +* **Send an email or text** to all members that match the report criteria
19 +* **Schedule a recurring report**
16 16  
17 -* Click **Search.**
21 +[[image:1774495115255-830.png]]
18 18  
19 -[[image:kb-1534230659-1534066903-1.png]]
23 +**Scheduling a Report**
20 20  
25 +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.
26 +
27 +**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
28 +
21 21  {{include reference="KBSupportCTA.WebHome"/}}
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