Checking your past-due invoices will help you track your progress and revenue.
You can access your Past Due Report by selecting Reports tab from your Left Menu. Under the Billing tab, select Past Due Report.
When you click Invoices, you will see the following details:
> Invoice
> Customer
> Amount
> Balance
> Type
> Membership
> Membership Type
> Due Date
> Note
>Payment tab: Option to process Payment from the Past Due report directly.
We recommend that you check the Past Due Report so that when you export to Excel, you get a more complete report.
This is the Exported Excel File of the Past Due Report:
More columns were added, and the first seven columns are generally about the invoice and customer information:
Invoice ID
Customer ID
The name is split (First and Last Name)
Primary Email
Phone
Contact Group
Agreement Type
These are the new set of columns related to the Invoices:
Customer Balance: the amount on the customer’s account
Due Date: payment that has not been made by the deadline
Total Amount: the sum of the amount made to satisfy the invoice
Paid Amount: the total amount that is allocated to the invoice
Due Amount: the total amount that must be settled
Tax: the compulsory financial charge to the government
Provider: name of the credit card provider
Account Number: credit card number
Issue: credit card response
Note: note added by staff members
Important Note:
The data in the Provider, Account Number, and Issue columns will depend on the last transaction. If the last transaction was successful, there is no data in the column, but if there was an issue with the last transaction, such as a credit card being declined, the data will reflect on the report.
Past Due Report Training Video
To monitor your due invoices, export your file to Excel so you can create visual reports of your Past Due Report.