The Payment Plan report shows the following details for a specific date range:
To access Payment plan report:
- Which participants are on a payment plan by Order Number
- When Participants will be billed next
- Balance on the participants order
To access Payment plan report:
- Select Finance tab
- Click Reports tab, select Payment Plan Report
- (Optional) Enter dates in Time period
- Note: The the Start Date and End Date in this report refer to order creation date. For example, if "Jan 1st to Jan 31st" is selected, the report will display data of orders that created during this time.
- Select Update
- (Optional) Select Group By to group orders
- (Optional) Select desired season from Season drop down
- (Optional) Select checkbox for Only show orders already established on auto-billing
- (Optional) Select Export to download an Excel file to your computer
