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Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range
Using the Transactions by Contact Report , you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. * Click Reports in the left navigation panel and select Transactions by …
Use Case: How Many Invoices Are Still Open
You can use the Transactions by Contact Report to find out how many of a batch of invoices are still open. * Click Reports in the left navigation panel and select Transactions by Contact Report OR go to the Billing module Overview tab and select Transactions by Contact Report in the right hand pane. …
Use Case: How Long to Pay Invoices
Using the Transactions by Contact Report , you can find how long it takes your members to pay their invoices. * Click Reports in the left navigation panel and select Transactions by Contact Report OR go to the Billing module Overview tab and select Transactions by Contact Report in the right hand pane…
