The Forecasted Invoices report will show invoices that have not been generated yet for all active, auto-renewing (evergreen) agreements. These are invoices that will be generate by system automatically during the date range selected.
Please Note:
- The Gross Sales report can be located under the Sales section of your Reports page.
- To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
- These totals are prior to any merchant processing fees which are charged by your merchant processor and will be on a statement/report provided by that company.
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- The Forecasted Invoices report is located under the Sales section of the Reports page.
Exclude clients currently late: Opportunity to remove invoices where a client is currently past due.
Exclude invoices set to cancel before due date: Opportunity to remove invoices scheduled to cancel before next draft date.
Show All Invoices Dropdown: Opportunity to view forecasted invoices for all invoices, only membership invoices, only add-ons, or only services.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports).
- Reporting: Can access sales: Forecasted payments.