The Accounts Receivable report provides the outstanding balances that remain to be collected from registrants who have not yet paid in full. It displays these balances by time period and indicates whether they are past due.

To run the Accounts Receivable report:

  1. Click Finance tab
  2. Click Reports tab
  3. Select Accounts receivable
  4. Click Edit to filter on a time frame, input from date
    • Note: Dates follow UTC time. See article Set Time Period for more information
  5. Click Run Report
  6. (Optional) Click Export to download an Excel file
  7. (Optional) Click Share to send report to other users within your database
  8. (Optional) Check box next to customer name and click Send email to notify customers of outstanding balances