Skip to Content

Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 23.1
edited by David Stadnyk
on 2026/03/26 03:23
Change comment: There is no comment for this version
To version 17.1
edited by David Stadnyk
on 2026/03/26 03:19
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,16 +1,12 @@
1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -
4 4  **Invoices and Payments | Using Reports**
5 5  
6 -
7 -[[image:1774495310309-433.png]]
8 -
9 9  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.
10 -
6 +[[image:1774495002716-661.png]]
7 +[[image:1774494945149-857.png]]
11 11  
12 12  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]]
14 14  [[image:1774495065095-989.png]]
15 15  \\Once you have defined your criteria, you can:
16 16  
... ... @@ -24,6 +24,6 @@
24 24  
25 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 26  
27 -//**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.//
23 +**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
28 28  
29 29  {{include reference="KBSupportCTA.WebHome"/}}
1774495257388-401.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -63.4 KB
Content
1774495271601-819.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -63.4 KB
Content
1774495310309-433.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -9.6 KB
Content