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View and Export the Payment Plan Report

Document Details

Article Number 000037119
Article Type Article}
Article Link https://support.activenetwork.com/camps/articles/en_US/Article/Viewing-and-Exporting-the-Payment-Plan-Report

Content Details

The Payment Plan report shows the following details for a specific date range:
To access the Payment Plan report:
  1. Click Finance tab
  2. Click Reports tab
  3. Select Payment Plan Report
  4. Enter dates in Time period 
    • Note: Start Date and End Date refer to the order creation date. For example, selecting "Jan 1 to Jan 31" will display orders created during that time
  5. Click Update
  6. (Optional) Select Group By to group orders
  7. (Optional) Select desired season from Season drop down
  8. (Optional) Select checkbox for Only show orders already established on auto-billing
  9. (Optional) Select Export to download an Excel file to your computer