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Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 17.1
edited by David Stadnyk
on 2026/03/26 03:19
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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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.
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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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11 11  \\Once you have defined your criteria, you can:
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21 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.
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23 -**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
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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