Memberships who owe a balance

tgarrett
New Contributor

I am looking for a report or how to build a report that shows all my members with a current balance.  When we create a membership or sell a membership on a job, we are supposed to call in from the office and collect a credit card to put on file for monthly billing.  Where can I get a list of members who currently do not have a card on file and who has a balance due other than the aging report?  I am not able to export my aging report only given options to email invoices/charge interest and so on. 

1 REPLY 1

mquigley
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We use a Membership AR report and filter it by balance. We have auto billing so if there is a balance their card is either not on file or an issue with their card. Reach out if you want to discuss this further!