report for pending invoices for the month

In Progress

IB

Info BeachHouse

6 years ago

We can run a report for the month, however it should include pending invoices. A report for upcoming invoices is a simple one.

Activity

IB

Info BeachHouse

6 years ago

Any update on this report. Huge issue that we cannot run a report to see who is yet to billed. Assist in revenue forecasting and understanding when people renew

JH

Josh Hudnall

6 years ago

If I'm understanding correctly, you would like to be able to see a list of recurring memberships that have not been billed yet for the current month. Our system is not yet set up to provide this type of reporting, but it is something we can investigate. We launched the "Estimated Total at the end of the month" feature on the dashboard that gives you a total of your current billing + known recurring billing yet to be billed. I know that does not help you understand the timeline of that cashflow, but hopefully it can help with revenue forecasting while we work out a more comprehensive solution.

3 hidden items

AL

Angel LaMae

5 years ago

We'd like to be able to view the invoices for the upcoming month, one by one, in invoice format if possible, to ensure that all charges are reflected accurately and correctly on them. Any ETA on this or how to access it? This is an extremely important need for our business. Thanks!

AB

Allison Blevins changed the status to In Progress

2 quarters ago


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