Subscription Invoice and Payment
The Subscription Invoice and Payment Report displays data about open and closed subscription invoices, as well payments and outstanding balances on those invoices. The report also shows basic information about the subscriber responsible for paying the invoice, including contact information, so you can reach them.
Before using this report, we recommend you have the following set up:
Subscriber Types
To access the report, you must have the User Permission ‘Subscription Invoice and Payment Report’
Report Search and Results
There are various search fields you can leverage to narrow down the results of this report, including publication, subscriber type, subscription and invoice date ranges, expiration statuses, and even contact dynamic attributes. Perhaps the most helpful search field is the option to ‘Show Only Open Invoices,’ allowing you to track down subscription invoices that have not yet been paid. You also have the option of including or excluding inactive or deleted invoices from the results.
The results display in a table format, and show basic information about the subscriber, including name, email address, and subscriber type. The table also contains relevant information about the subscription invoice such as invoice status (open/closed), invoice date and due date, the total amount of the invoice, how much has been paid, and any outstanding balance. You will also see the invoice number, which when clicked on will open up the invoice PDF.