¶ Pending Invoice Report
Pending Invoice reports are generated to provide an overview of all invoices that have been created but not yet paid by the customer. These invoices appear when customers register for a course but fail to complete the payment process, or when we create an invoice for a customer who has not yet proceeded with the purchase.
The report helps identify customers with pending invoices, allowing us to follow up with them and send a reminder that they have registered but have not finished the payment process.
LOGINS
- aMember
¶ PROCEDURES
¶ 1. Log in to aMember.
¶ 2. Go to Reports > Payments > Invoice
¶ 3. Click the Pending arrow (Search) under Filter by Status. This will show all pending invoices in the system.
If you want a report for a specific date range, enter the dates next to the arrow button, then click the arrow (Search). The system will pull all invoices within the selected date range.
