To view the Debtors Report, click on the Payments option from the left hand side menu and then click on the Debtors Report tab at the top of the page.
The Debtors Report will give you a list of all contacts who have outstanding failed payments. It will tell you their name, contact status, membership name, number of failed payments, total amount outstanding and the most recent collected payment.
To view the individual failed payments, click on the number of failed payments. This will open the payment drawer. To mark the payments as skipped or paid, use the menu option on the right hand side of the payments.
The menu option on the right hand side of the contact will allow you to do the following:
Remove the contact from the Debtors Report
Send the contact a message
Add a Note to the contact
Add a task for the contact
Add a flag to the contact
Add a suspension to the contact
Archive the contact
To filter the Debtors Report, click on the Filter option at the top right hand side. You can filter by the following criteria:
Date
Date paid or date failed
Contact Status
Payment Method
Contact Location
To download the Debtors Report, use the download option at the top right hand side of the page.