Skip to Content

Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 16.1
edited by David Stadnyk
on 2026/03/26 03:18
Change comment: Uploaded new attachment "1774495115255-830.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

Summary

Details

Page properties
Content
... ... @@ -1,12 +1,16 @@
1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 +
3 3  **Invoices and Payments | Using Reports**
4 4  
6 +
7 +[[image:1774495310309-433.png]]
8 +
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]]
10 +
8 8  
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:
13 +[[image:1774495271601-819.png]]
10 10  [[image:1774495065095-989.png]]
11 11  \\Once you have defined your criteria, you can:
12 12  
... ... @@ -13,10 +13,13 @@
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**
16 -*
17 17  
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.
21 +[[image:1774495115255-830.png]]
19 19  
23 +**Scheduling a Report**
24 +
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 +
20 20  **Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
21 21  
22 22  {{include reference="KBSupportCTA.WebHome"/}}
1774495257388-401.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +63.4 KB
Content
1774495271601-819.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +63.4 KB
Content
1774495310309-433.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +9.6 KB
Content