To access the Recurring Billing Analysis Tool, follow these steps:
- Under Set Up, select Financials.
- In Financials, select Recurring Billing.
- Select Billing Type to search by either Autobill or Invoice.
- Search by name or ID, then select Search.
- You can also View subscriptions by multiple options: all by date range, unpaid, soon to expire cards, incomplete billing info, Billing schedule w/out Invoice, By course, Enrolled w/ no billing subscription for classes in date range, Memberships, Donations.
- By default ASAP will show a summary of the last week. This can be adjusted by changing the date range field.
