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Membership Invoices by Month

Updated
The Goal: Generate a twelve-month summary of the invoices created for your memberships — both new and renewal — grouped by month.

Before You Begin:

  • Access to the Billing module.
  • Know how the months are determined. Despite the report name, invoices are not grouped by the month the invoice was issued. Each invoice is counted in the month of its membership's Activation Start Date.
  • Decide the year and the starting month you want to report on. The report always returns twelve consecutive months from the month you choose.

Step-by-Step Instructions

  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. The twelve months shown are based on each membership's Activation Start Date.
    • 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.
 

Common Pitfalls

  • Reading the months as invoice dates: the report name suggests invoices are summarized by the month they were issued. They are not. An invoice created in March for a membership with an Activation Start Date in May appears in May's totals, not March's. If your figures do not match an accounting report run by invoice date, this is almost always why.
  • Expecting a calendar year from a mid-year start: the report always returns twelve months from the starting month you choose. Pick July and the results run through June of the following year.
  • Looking here for individual invoices: this report shows summary totals only. For the invoices behind each total, use the Membership Invoices report.
  • Filters narrowing more than expected: Membership Type, Status, and Category filters apply together. Clear them and re-run if a month looks emptier than it should.

See the following for Common Report Functions:

 HINT: The Membership Invoices report looks at the same information, but provides details of which invoices make up the summary totals. See the Membership Invoices report for more information.

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