Skip to Content

Changes for page Invoices and Payments

Last modified by David Stadnyk on 2026/03/26 03:23
From version 4.1
edited by Isaac Mejia
on 2025/12/15 16:53
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

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
Content
... ... @@ -1,33 +1,29 @@
1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Invoices and Payments =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/invoices-and-payments_1534230659>>https://membersolutions-9221154.hs-sites.com/kb/invoices-and-payments_1534230659]]{{/info}}
4 +**Invoices and Payments | Using Reports**
6 6  
7 -* [[Table of Contents>>Table-of-Contents_1534033990.html]]
8 8  
9 -* [[Reporting>>Reporting_1533968499.html]]
7 +[[image:1774495310309-433.png]]
10 10  
11 - Invoices and Payments
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 +
12 12  
13 - Created by
14 - Amith on Feb 18, 2021
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 +[[image:1774495065095-989.png]]
15 +\\Once you have defined your criteria, you can:
15 15  
16 -**Invoice and Payments Report**
17 +* **Download or Print** the report
18 +* **Send an email or text** to all members that match the report criteria
19 +* **Schedule a recurring report**
17 17  
18 -This report will show you all of the invoices and payments that you have received by members. Keep track of all invoices, what has been paid, what may still be outstanding, and the totals for each.
21 +[[image:1774495115255-830.png]]
19 19  
20 -image:kb-1534230659-1534066897-1.png
23 +**Scheduling a Report**
21 21  
22 -Click **Reports>Sales>Invoices and Payments.**
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.
23 23  
24 -* Select the date range you want to look at.
27 +//**Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.//
25 25  
26 -* Enter a member’s name or leave the fields blank to return results for all the members.
27 -
28 -* Click **Search.**
29 -
30 -image:kb-1534230659-1534066903-1.png
31 -
32 32  {{include reference="KBSupportCTA.WebHome"/}}
33 -
1774462572747-611.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +5.5 KB
Content
1774494945149-857.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +63.3 KB
Content
1774495002716-661.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +17.3 KB
Content
1774495065095-989.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +12.4 KB
Content
1774495115255-830.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.DavidStadnyk
Size
... ... @@ -1,0 +1,1 @@
1 +13.0 KB
Content
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
kb-1534230659-1534066897-1.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.IsaacMejia
Size
... ... @@ -1,0 +1,1 @@
1 +15.5 KB
Content
kb-1534230659-1534066903-1.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.IsaacMejia
Size
... ... @@ -1,0 +1,1 @@
1 +22.9 KB
Content