The following reports are available under Business Tools > Billing Manager. Locate the desired report and click on the links below to review articles on using the financial reports.
Billing Overview— This report provides an overview of the account's balances and charges. You can use it to communicate with accounts or post charges (US) and invoices (UK), payments, or credits.
Charge Category Report— Charge and payment summaries, including the charge category, charge type, the amount by date, totals, and allocated bank account.
Payment Summary Report— Payments made by accounts, the payment methods offered, and if a charge contained any refunds.
Account Charge Summary Report— Payments made by accounts for each charge category.
Expiring Credit Cards Report— This shows when credit cards expire.
Billing Simulation Report— View a simulation of billing runs to correct any invoicing issues before deployment.
Overdue Charge Summary Report— This shows the overdue charges for each Account/Member name.
Discount Coupon Report— Displays discounts and coupons applied per Account/Member name.
Unapplied Credit/Payment Report— View all accounts with unused payments or credits.