The following reports are available to help manage finances. Please click on the links below to review articles containing more information:
Billing Overview - View an article collating articles regarding Billing.
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 are set to 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.