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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 15.1
edited by David Stadnyk
on 2026/03/26 03:17
Change comment: Uploaded new attachment "1774495065095-989.png", version {1}
To version 20.1
edited by David Stadnyk
on 2026/03/26 03:21
Change comment: Uploaded new attachment "1774495310309-433.png", version {1}

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6 6  [[image:1774495002716-661.png]]
7 7  [[image:1774494945149-857.png]]
8 8  
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. Once you have defined your criteria, you can:
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:
10 10  
11 11  * **Download or Print** the report
12 12  * **Send an email or text** to all members that match the report criteria
13 13  * **Schedule a recurring report**
14 14  
15 -**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.
17 +[[image:1774495115255-830.png]]
16 16  
19 +**Scheduling a Report**
20 +
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.
22 +
17 17  **Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
18 18  
19 19  {{include reference="KBSupportCTA.WebHome"/}}
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