Membership Invoices by Month

Membership Invoices by Month report will generate a list (summarized by month) of invoices generated for memberships. The invoices will be for both new memberships and renewal memberships. 

1. Click Billing in the left-hand navigation panel.
2. Click Membership Invoices by Month in the Historical & Planning section.
3. Enter desired filtering criteria:
   • Year: Choose the year for which you wish to generate the report.
   • Month: This will be the starting month for the report. For example, if you wish to see Jan - Dec 2023 choose January. The report will always display 12 months so if you choose July the report results will extend to June of the following year. 
   • Membership Type: Filter to specific membership types if desired.
   • Membership Status: Filter to specific membership status if desired.
   • Membership Category: If you have set up categories for your membership you can filter by membership category if desired.
   • Additional Critera/Filters as desired. 
4. Click Run Report. 

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options