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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 13.1
edited by David Stadnyk
on 2026/03/26 03:16
Change comment: Uploaded new attachment "1774495002716-661.png", version {1}
To version 21.1
edited by David Stadnyk
on 2026/03/26 03:21
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -**Reports**
3 +**Invoices and Payments | Using Reports**
4 4  
5 +[[image:1774495310309-433.png]]
6 +
5 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.
8 +
6 6  
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:
10 +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:
11 +[[image:1774495271601-819.png]]
12 +[[image:1774495065095-989.png]]
13 +\\Once you have defined your criteria, you can:
8 8  
9 9  * **Download or Print** the report
10 10  * **Send an email or text** to all members that match the report criteria
11 11  * **Schedule a recurring report**
12 12  
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.
19 +[[image:1774495115255-830.png]]
14 14  
21 +**Scheduling a Report**
22 +
23 +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.
24 +
15 15  **Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
16 16  
17 17  {{include reference="KBSupportCTA.WebHome"/}}
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