Purpose: Identify accounts with an outstanding balance.
Modules: Class Registration, Child Care
The required criteria for this report are Program and at least 3 Columns. The report sort is by Program, then Class, then Session and finally by Name.
Ageing Criteria: Although not required, when completed, three ageing columns will be added to the report. Users may define ageing based on their organization’s requirements. If one column is completed, all three are required.
Totals are displayed in each report section for the Invoice Amount, Amount Paid, Credit Availed and Total Due columns.
If dates are entered, the report results will only be for Sessions that start between the dates entered.
An organization will typically use various Digital Signup financial reports to reconcile or balance the financial information against one another and with their banking statements. The financial reports are also used for reporting purposes to others ...
Purpose: Invoice Summary for an individual user. Modules: Class Registration, Child Care This report provides invoice order details for an individual user account including Order #, Class & Session name, Participant name, Description, Fees, ...
Purpose: Provides a list of session & details for each Instructor. Modules: Class Registration, Child Care This report requires at least one criteria field be selected. The report is sorted alphabetically by Instructor name and displays the ...
Summary View Purpose: Provide a list of Users who received refunds according to specified criteria. Modules: Class Registration, Child Care The report displays a list of refund totals including refund date, amount and type of refund by User ...
Account Allocation Purpose: Provide financial data detailing registration information, revenue payment information, and refund information by transaction date. Modules: Class Registration, Child Care The report will display the financial ...
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