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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 15.2
edited by David Stadnyk
on 2026/03/26 03:18
Change comment: There is no comment for this version
To version 23.1
edited by David Stadnyk
on 2026/03/26 03:23
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
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3 3  **Invoices and Payments | Using Reports**
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7 +[[image:1774495310309-433.png]]
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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.
6 -[[image:1774495002716-661.png]]
7 -[[image:1774494945149-857.png]]
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9 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:
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10 10  [[image:1774495065095-989.png]]
11 11  \\Once you have defined your criteria, you can:
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13 13  * **Download or Print** the report
14 14  * **Send an email or text** to all members that match the report criteria
15 15  * **Schedule a recurring report**
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18 -**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.
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20 -**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
23 +**Scheduling a Report**
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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.
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27 +//**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.//
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22 22  {{include reference="KBSupportCTA.WebHome"/}}
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