How to Report on Future Billing

2 min read Updated 5 days ago

If you wish to check what billing is coming up for your members, there are two handy reports you can use. These give you a snapshot of who’s set to be billed and when, based on your current member base.

Future Billing Summary

Go to: Report & Till > Standard Report > Financial > Future Billing Summary

This report shows the total future billing expected between the dates you select, broken down by day.
At a glance, you’ll see the total dollar amount for the entire period in the top left, so you know what’s coming in.
If you wish to dig into the details and see each individual charge, the Future Billing Breakdown is where you’ll want to look

Future Billing Breakdown

Go to: Report & Till > Standard Report > Financial > Future Billing Breakdown

This report lists out each forecasted charge that’s scheduled to be billed during the period you select.
Just like the summary report, you’ll also see the total dollar amount for the report in the top left.
This is a great way to check who’s being billed in the future, for how much, and on which dates, all in one place.

Further Questions? See our list of Frequently Asked Questions about Billing

Common Questions this Covers

How to check future billing
How to preview my billing
How to see my upcoming billing
How to confirm my billing

How to Report on Future Billing

Future Billing Summary

Future Billing Breakdown

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