Membership Invoices Report

The Membership Invoices report allows you to generate a list of membership dues invoices to see what you have billed for in a given period and which invoices may still be open.  For example, perhaps you wish to see a list of members who have renewed but not yet paid. 

1. Click Billing in the left-hand navigation panel.

2. Click Membership Invoices in the Historical & Planning section.

3. Enter the desired filtering criteria

• Membership Activation Start Date: This will be the date range for the most recent activation.
  • An activation may be Active (when the member first joins); Renewal (when a member is sent a renewal invoice); Dropped (when a membership is dropped); Reactivated (when a dropped membership is reactivated).

    

• Membership Type: Filter to a specific membership type if desired.
• Membership Status: Filter to a specific membership status if desired.
• Payment Status: Choose the desired payment status. For example, you may simply want a report of those who have not yet paid.
• Add any additional filters needed. For example, perhaps you wish to see just renewals. Enter criteria Activation Type Equals Renewal. 

4. (Optional) Add or remove the fields that you wish to display. 

NOTE: The Fields to Display include both a Contact Sales Rep and a Membership Sales Rep. Here is where the data comes from for those two fields:  Contact Sales Rep column reports on the Assigned Staff for the Contact (with a relationship type of "Sales representative"). See where, here. Membership Sales Rep column reports on the Sales rep identified on the specific membership history (activation item).   See where, here.

5. (Optional) Add or remove the field(s) that you wish to use to summarize the report.

6. 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