User Invoices

Navigate to Reports > User Invoices

What's included in this report is:

• KPI's (key performance indicators):
  • Revenue by type graph (You can find that more in detail in the Revenue report.)
  • Revenue comparison of current and last month (line graph)
  • Net $ / Expenses graph
  • Total transactions (amount)
  • Comparison to the previous month (percentage - up or down)
  • Estimated total at the end of the month (amount)
    
    
• Member Invoices
  • Click Download as .CSV to export invoice data.
  • Use the search box to search or filter.
  • Summary of all Invoices in a searchable table
    • ID: Unique ID for that Invoice
    • Date: Invoice Date
    • Name: Member Name
    • Description: Brief summary of invoice
    • Total Charges: Sum of charges due from member
    • Total Due: Amount awaiting payment
    • Total Refunds: Sum of refunds provided to member
    • Status: Open or closed 
  • Click Download to display a PDF of individual invoices.
  • More info on managing invoices.

ER 3.9.21