Reports

Debt Collection

Filters

Search:

Club: Select debt report by club

Date: Select date range for members with unpaid debt

Filter by Reason

Debtors with Failed Billing: Select to display all members who owe money, and whose most recent billing attempt failed

All Debtors:
Select to display all members who owe money

Advanced Search

All Members - Current Members Only:
All Members - includes current, casual and expired members
Current Members - includes full members with active memberships only

Filter by Member’s Billing Settings:
As set within Accounts and Billing Tab

• Billing Automatically
• Not Billing Automatically
• Never Billed
• Pending Review

Last Visited:
Filter search by recent visit period

Last Paid:
Filter search by when they last made payment

Report

The Debt Collection Report provides a consolidated view of all members with outstanding balances.

Member Name and ID:
Identifies members by name and member ID.

Owing:
The total unpaid amount currently outstanding for the member.

Last Failure Reason:
Indicates why the amount is outstanding, where available. If billing provider error code listed, see Billing Provider Error / Decline Codes.
If a member billing setup is incomplete, this can be completed within the Member Page > Accounts and Billing of the member.

Payment Plan:

Last Visited:
Shows the member’s most recent club visit or check-in. This can help prioritise follow-ups, especially for members who are still actively attending.

Last Called:
Lists date of last call to member regarding billing, when logged under Actions > Contact > Call. See below

Actions:
The Actions column allows staff to take and track follow-up steps directly from the report:

• Snooze: Temporarily removes the member from the Debt Collection Report for a selected period. Once the snooze period ends, the member will automatically reappear if the debt is still outstanding.
• Contact:
  • SMS: Sends a manual SMS message to the member regarding their overdue balance.
  • Email: Sends a manual email to the member for billing follow-up.
  • Call: This updates the Last Called column, helping track follow-up activity and avoid duplicate contact.