08-28-2024 12:40 PM
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.
11-05-2024 12:28 PM
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!