Viewing and Reporting Unpaid Invoices

This document outlines the process of summarizing unpaid invoices using a system that provides insights into member balances. The steps below will guide you through checking profiles for individual invoice statuses and generating reports to view overall outstanding balances.

Step 1

To begin the process of summarizing unpaid invoices, there are two main approaches available to access this information.

Step 2

If you are aware of a specific member with an outstanding balance, you can view their profile directly. Navigate to the member's profile, and under the 'Transactions' section, all invoices and payment receipts are displayed.

Step 3

Within the member's profile, you will notice two bills with partial payment amounts. The section displays the total amount, the balance due from the client, and the amount already received. For a comprehensive overview, we will refer to a detailed report found in the 'Reports' section.

Step 4

Access the Account Receivable Aging Detail report by selecting 'AR Aging Report.' This report provides a list of all members with outstanding balances. For example, the profile of Hannah Montana is displayed, showing the remaining partial balance.

Step 5

The partial balance is due to a partial payment already being received, with the remainder pending. The report displays the total amount yet to be collected, which corresponds to the details found on the member's profile.

Updated on: 04/12/2025