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Home > Reports - CM/MZ > Billing Reports > Sales Receipt Summary Report
Sales Receipt Summary Report
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  1. From the Reports tab in the Billing module, click Sales Receipt Summary in the Transactions section.
 
  1. Enter the desired date range in the Date From and Through text boxes. Click the more... link to choose a pre-defined date range.
  2. Optional: Select additional filtering criteria:
    • Show Active/Courtesy members only: If you wish to see all payments, de-select this option.
    • Item Basis: If you wish to generate the report for a specific accounting basis (accrual vs. cash), select an option from the drop-down list.
    • Item Type: If you wish to generate the report for a specific fee item type, for example, Membership Dues, select an option from the list. NOTE: You may also select a Specific Fee Item. For Example: if you wish to see payments on specific event fee items, click Use Specific Fee Item and select the desired fee items.
  1. Click Refresh Report to generate the report.
 
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