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Module 7: Fees, Payments, and Financial Reporting
Generate an Aged Fees Report
Generate an Aged Fees Report

Module 7 (10/11)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create and download a report that shows outstanding balances at the member level.

  • Use Cases: Improve the organization's financial health by tracking and following up with members who have outstanding balances that exceed club policies (e.g. more than 90 days).

Module 7 is an eleven-part quick-start guide highlighting the key steps admins should complete when using financial reporting. This article is Part 10.

  1. Part 1: Set Reservation Costs

  2. Part 2: Set Custom Reservation Costs

  3. Part 3: Set Pickleball Event Prices

  4. Part 4: Set League Session Prices

  5. Part 5: Manage a Customer Account

  6. Part 6: Process a Pickleball Payment on the Scheduler

  7. Part 7: Generate Pickleball Transaction List Reports

  8. Part 8: Generate a Pickleball Sales Summary Report

  9. Part 9: Generate a Pickleball Payment Summary Report

  10. Part 10: Generate an Aged Fees Report

  11. Part 11: Generate a Pickleball EOD Report


SETUP REQUIREMENTS

Go to the side menu and click TRANSACTIONS > AGED FEES. Optionally, accept all default settings or add customizations (e.g. target minimal balance amounts or the number of days outstanding).

After setting filters, CourtReserve auto-generates a table that displays the figures. Click Export Grid to download the data in an .xlsx or PDF). The table shows each member's name, email address, and amount owed for the period.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 7's video that covers the information in this article.

Watch the entire Module 7 video to learn about financials.


What's next?

  1. Read Module 7, Part 1: Set Reservation Costs

  2. Read Module 7, Part 2: Set Custom Reservation Costs

  3. Read Module 7, Part 3: Set Pickleball Event Prices

  4. Read Module 7, Part 4: Set League Session Prices

  5. Read Module 7, Part 5: Manage a Customer Account

  6. Read Module 7, Part 6: Process a Pickleball Payment on the Scheduler

  7. Read Module 7, Part 7: Generate Pickleball Transaction List Reports

  8. Read Module 7, Part 8: Generate a Pickleball Sales Summary Report

  9. Read Module 7, Part 9: Generate a Pickleball Payment Summary Report

  10. Read Module 7, Part 11: Generate a Pickleball EOD Report


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