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Wiki source code of Invoices and Payments

Version 19.1 by David Stadnyk on 2026/03/26 03:21
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 **Invoices and Payments | Using Reports**
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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]]
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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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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 [[image:1774495115255-830.png]]
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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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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"/}}