An administrator or manager can view pre-designed payment reports by doing the following:
- Place the mouse pointer over the Menu and select Reports > Payments. The main Payments Report page appears.
- Click the preset report link. A dialog box appears with the current month and year selected.
- If necessary, from the Month & Year lists, select a different month and year to view.
- Click the Generate Report button. A report displays information based on the criteria entered.
- When finished, click the Generate New Report button to return to the main Payments Report page.
Preset Payment Reports:
Automatic Monthly Payment Withdrawals | View unpaid monthly fees set to be automatically charged in the selected month for plans in progress, paying as scheduled or completed and renewal plans. |
Unsuccessful Payment Collection | View payments where the most recent transaction was marked as declined, returned, held for review or had an error in a selected month. |
Outstanding Payments | View unpaid payments that are overdue as of today’s date. |
Unpaid Payments not set to Auto Charge | View unpaid payments due in a selected month that do not have the Auto Charge option selected for automatic fee withdrawal. |
Future Payments Marked Paid | View payments with an upcoming due date that have already been marked paid. |
Supplemental Payments | View supplemental payments due in a selected month. |
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