Please Note: On viewing a Report, please bear in mind that the information displayed is based on the data records determined by the time period you have selected.
"You'll be pleased to know that this is why we have made it super easy to navigate through different date ranges no matter where you are in the Reports section.
You will see, on all Reports, these options along the top:
Arrows skip a month or year at at time!"
How do I navigate to sheepCRM Payment Plans Report?
Go to core.sheepcrm.com and log in to your CRM User account, if not already.
Select Reports tab from the top navigation bar
Select Finance tab from options below the navigation bar
Select from Last/This/Next Week/Month/Year
What data does the Payment Plans Report include?
Within this report the data includes, but is not limited to, grouped by the date you select together with the appropriate currency, the following field headings:
Membership, Payment Plan, Amount, Discount, Total, Mandate Status, Expected/Scheduled/Received.
This data cannot be exported as an XLS file at this time.
What is a Payment Plans Report?
This report shows a list of all payment plans that were running during a specific timeframe. This shows the payer contact, their membership plan, payment method, amounts and the status of their mandate, along with a summary of the number of payments made, expected and remaining. The standard report will include all plans, regardless of whether they are complete or incomplete.
How do I view completed Payment Plans?
To view only payment plans that completed during a specific timeframe, click on the Completed This Year option on the report card. once selected, this period can be changed as needed by the filter options located at the top if the report.
How do I view incomplete Payment Plans?
To view only payment plans that are incomplete during a specific timeframe, click on either the Incomplete This Year or Incomplete This Month options on the report card. once selected, this period can be changed as needed by the filter options located at the top if the report.
See here for more information on Managing Payment Plans in your Settings
See here for more information on Finance Settings
See here for more information on changing Membership plans set to auto renew
See here for more information on Contacts Membership Plans and information