Use the Dues Invoice List report to view a list of membership invoices that have been posted. For example, you can easily get a list of all membership invoices posted in October with this report, allowing you to confirm who was billed that month.
How to Run the Report
- Click Reports in the menu at the top
- Enter the report name Dues Invoice List in the search bar
- The report list will update to show the report. Click on the report to select it
- The report filters can be set to pull the necessary information. There are many different ways to set the report filters, but here are the most commonly used filters:
- Set the Due Date range to a range you wish to view. For example, December 1 – December 1, for all invoices posted with a due date of Dec 1
- Set the Include Zero Balance to No
- Click Run
- While the report is running, you’ll see a loading icon to the right of the report name
- When the report is done running, you can then view the information in a number of different ways:
- Get PDF: view the data in a PDF file
- CSV File: export the data into a CSV file. Please click here for further information
- Send To Constant Contact or Send to MailChimp: a connection can be set up with either MailChimp or Constant Contact, which are platforms that allow you to send emails, such as newsletters, to a batch of contacts. Please click here for further information
- Email: an email can be easily composed and sent from within Membee
- Re-Run Report: clicking this button will allow you to re-run the report and will highlight the settings you previously used. Please click here for further information
