Financials Report

The Financials Report helps you track Accounts Receivable, Active Memberships, and Service Contractors.

How to Access the Financials Report

1. Go to Reports from the top menu.
2. Click Financials.
3. Select the report you want to view:
   • Accounts Receivable – View unpaid customer invoices.
   • Active Memberships – Check active and expired memberships.

Accounts Receivable Report

This report shows customer invoices based on how long they have been due.

What’s Included in the Report:

• Customer – The name of the customer.
• 0-30 Days – Amount due within 30 days.
• 31-60 Days – Amount due within 31-60 days.
• 61-90 Days – Amount due within 61-90 days.
• 90+ Days – Amount due for over 90 days.
• Total – The total amount owed.

How to Generate the Accounts Receivable Report

1. Go to Reports > Financials > Accounts Receivable.
2. Select the Period Ending date.
3. Click Get Report.
4. View the total amounts owed by customers.
5. Click Export to Excel or Export to PDF to download the report.

Active Memberships Report

This report shows customers with active or expired memberships.

What’s Included in the Report:

• Customer – The customer’s name.
• Type – The type of membership or subscription.
• Description – Details about the membership plan.
• Start Date – When the membership began.
• End Date – When the membership expires.
• Remaining Months – Time left before expiration.
• Status – Active or expired.

How to Generate the Active Memberships Report

1. Go to Reports > Financials > Active Memberships.
2. Select the Status you want to view (Active, Expired, or All).
3. Set the Start Date and End Date.
4. Click Get Report.
5. Click Export to Excel or Export to PDF to download the report.