The Scheduled Sales by Month report helps in budgeting for the following year as well as planning for cash flow in the coming year. This report, filtered by month provides a view into recurring fees assigned to your current active members.
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From the Billing module, click the Reports tab.
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Enter/Select the desired filtering criteria and select Refresh Listing to view the results.
- Sales Month: Select the month for which you wish to view scheduled sales, or select Full Year.
- Member Join Date From/Through: If you wish to view sales based on when members joined your organization enter the desired date range.
- View: Select Summary to view totals for each scheduled fee item. Select Detail to view the fee items total with the associated member details.
- Item Type: If you wish to see only sales for a particular item type, for example, Membership Fees and dues, select the type from the list. If no selection is made all item types will be included in the report. NOTE: You can also filter the report to individual fee items by selecting Use Specific Fee Items from the list. When selected you will be able to choose the fee item(s) that you wish to report on.
- Item Basis: If you wish to filter the report to a specific accounting method (Cash vs. Accrual), select the basis from the list.
- Show Active/Courtesy members only: Select this option to include scheduled sales for active/courtesy members only.
- Hide item types with no fees scheduled: Select this option if you only wish to see results for fees that are scheduled.