The Member Balance Summary report can be used to check how much your members currently owe you. It is also a report that can be used to identify any customers with open credits. It will also allow you to view voluntary fees (paid or unpaid).
- Click Billing in the left-hand navigation panel.
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Click the Reports tab.
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Enter desired Filter Options:
- Show Active/Courtesy members only: Select this option if you wish to see balances for ALL contacts in your database.
- Include members with $0.00 balances: Select this option to include members who do not have balances. This option should be selected if you wish to find open credits on members that do not have open invoices.
- Include voluntary fee items in member balance: If this option is selected, voluntary fees will be added to the member's balance, shown in the final column of the report. If deselected, you will still be able to view the voluntary fees, but the member's balance will not be adjusted by the voluntary fee amount.
- Click Refresh Listing.