All Collections
For Class Admins
Class Reporting
What is the Unapplied Credit/Payment Report?
What is the Unapplied Credit/Payment Report?
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

The Unapplied Payment/Credit Report gives a view of all of the accounts that currently have payments or credits which have not yet been used.

This report is especially useful for those who are using a cash-based accounting system, or for those who have restricted credits to specific charge categories.

To use the Unapplied Payment/Credit Report:

  1. Navigate to Business Tools > Billing Manager.

  2. From the top horizontal menu, use the right-facing arrow button to scroll and click on the Unapplied Credit/Payment tab.

  3. From here, you can:

    • Search for an account/member.

    • Click on an account/member's name to investigate further.

    • Export the report.

Did this answer your question?