How Do I Pull a Report of Outstanding Payments?
In order to assist your business in tracking payments and deposits, Gather provides a helpful report that provides insight on which Events still need payment. See below for how to pull this report!
- Click on the Reports tab at the top of the page.
- Click on 'Payments Export Report' found on the right side of the page.
- The Payments Export Report automatically pulls up the Last 30 Days of events and their corresponding payment details.
- Filter this report on the lefthand side by Payment Activity: 'Unpaid'. Adjust other filters as desired (Location, Event Date, Due Date, Date Paid, Payment Type) to generate a specific report.
- Select desired data by customizing Report Builder columns.
- With all your filters set and columns included, it's time to export to Excel! Use the 'Download Excel' button.
- Now you have a list of all outstanding payments!