Accounts Receivable / Collection Reports

Manage your Accounts Receivable (who owes you money) with a full suite of reports that will assist you in your collection efforts.

Aged Accounts Details Report

Analyze the health of your Accounts Receivable with this report which looks to the date the fee was created and ages it from that point (0-30, 31-60, 61-90, and >90).

Aged Accounts Summary Report

The Aged Accounts report provides a breakdown of unpaid fees by family and is divided into buckets by the age of the account: 0-30, 31-60, 61-90, and > 90 days.

Family Balance Summary Report

The Family Balance Summary report provides you with a list of families with basic information and account balances based on filters (Search Criteria) you select.

Fee Summary Report

Review fees posted during a specified time frame and see their 'current state'.

Statements / Invoices

Settings and options to send statements and invoices to your customers.