In Limited Club sites:
Unpaid reports are currently not available.
In Full Club sites:
- Login to admin.
- Under the "Reports" drop-down menu click "Unpaid Report".
Unpaid Report - This report shows you anyone that has payment still
Requirements: If an account is registered for a program and has a fee under "Billing." That record will show up in the Unpaid report.
This report consist of several filters that will help you find specific information that you may only want. (default will show all who is unpaid beginning with the oldest record) The unpaid report shows Due Date, Player Name, Parents Name, Program Title, Group Title, Option Title, Description, Use Payment Schedule, Original Amount, Amount Due. To use the filter correctly, follow the steps below:
Unpaid Report Options:
Display Active Only - This will show only programs that is active. if a program is marked inactive, the corresponding records will not show. (Check marked by default)
Programs - The programs that you have available and is marked active will be listed here. If you want to find out who is unpaid in a specific program, you will need to select a program. Multiple selection is possible. (if multiple selection is used, groups and options maybe irrelevant)
Groups - once you have selected the program(s), select "In Selected" and a list of Group will be listed below it. then checkmarke the groups you want to view (multiple selection possible), you go more specific to the "Options."
Options - once you have selected the group(s), select "In Selected" and a list from the "Fees & Options" will be listed. then checkmark the option you want to view (multiple selection possible).
Due Date Range - you can specify the date "from" and "to." with this feature. NOTE: if you use this feature. You will need to click on the "View Report" button to refresh the results!
Additional Criteria - you can search for a specific word or phrase with this feature. NOTE: if you use this feature. You will need to click on the "View Report" button to refresh the results!
View Donation - This button is to view unpaid donations
Mailer - This button is for you to do a quick email to those who have not paid.
Export - This button is when you want to get an Excel report of the unpaid results.