Wiki source code of Invoices and Payments
Version 17.1 by David Stadnyk on 2026/03/26 03:19
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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14.1 | 3 | **Invoices and Payments | Using Reports** |
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11.2 | 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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14.1 | 6 | [[image:1774495002716-661.png]] |
| 7 | [[image:1774494945149-857.png]] | ||
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15.2 | 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: |
| 10 | [[image:1774495065095-989.png]] | ||
| 11 | \\Once you have defined your criteria, you can: | ||
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11.2 | 13 | * **Download or Print** the report |
| 14 | * **Send an email or text** to all members that match the report criteria | ||
| 15 | * **Schedule a recurring report** | ||
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17.1 | 17 | [[image:1774495115255-830.png]] |
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17.1 | 19 | **Scheduling a Report** |
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| 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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11.2 | 23 | **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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| 25 | {{include reference="KBSupportCTA.WebHome"/}} |