View a preset payments report

Modified on Tue, May 8, 2018 at 2:31 PM

An administrator or manager can view pre-designed payment reports by doing the following:

  1. Place the mouse pointer over the Menu and select Reports > Payments. The main Payments Report page appears.
  2. Click the preset report link. A dialog box appears with the current month and year selected.
  3. If necessary, from the Month & Year lists, select a different month and year to view.
  4. Click the Generate Report button. A report displays information based on the criteria entered.
  5. 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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