How to Extract Reports: Invoices

Last Updated: May 25, 2018 12:35PM EDT

Invoice reports include the payment information of all of your invoiced members.  This reporting tool can be useful for finding out who still owes money in each of your programs.

If you have multiple sites on your account, learn how to pull reports across them all here. Read below for instructions on how to pull invoice reports!

Step 1

To get to your invoice report page, Go to Manage > Invoices.




Step 2

In the Invoice window, you will be able to filter your data by date range, program, sports, season, or program states. When you have made your selections, be sure to click "Apply Filters."



Step 3

Click "Export to CSV" to pull a report with specific information into Excel. Select the columns you want to include and then hit "Export."




For more information on managing payment invoices, Click here.
 
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