1. Go to Main Menu then select Payments and click on Invoicing then select the Aged tab. This is Aged Debtors report
2. The table displays the client name, activity type (ie class or activity), detail ie event name, issue date, due date, amount, age ie length of time the payment has been outstanding, last updated, and notes.
3. Use the Age Key to quickly identify past due invoices so you can follow up with a reminder email or phone call. Before contacting the client, check that you haven’t already received payment. Download the CSV file for account reconciliation purposes select the CSV Download button.
4. To mark an invoice as paid, enter the client’s name in the Search field , then select the View button.
5. The Invoice will be displayed, select the $ Pay Invoice button then select the Payment Method they’ve used, click on the Record Payment button.
6. If the client hasn’t paid, select the Send email button so they receive another copy of the invoice as a reminder. Or call them directly.