unpaid invoices vs. member balance?

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14 Apr, 2016 12:00 AM

I am trying to generate a report of outstanding invoice amounts. I know how to create a report of member balances, but since we are using both ecommerce (for a buy down CSA) and invoices for a traditional weekly box CSA, and some of our members have both types of shares with us, the member balances are misleading for some members. Is there a way to truly get a list of outstanding invoice amounts? (We have a payment plan, and not everyone has followed the exact installment amounts, to make things more difficult!)
Thanks a ton -

  1. 1 Posted by qroth on 14 Apr, 2016 01:01 PM

    qroth's Avatar

    Hi Janet:

    You can do an invoice export by going to - Member Assembler --> Export --> Export Invoices. This report includes three columns relevant to what you are looking for. There is an invoice total column, a column for the amount of payments assigned to this invoice and then there is the overall member balance. Hopefully that will give you the information you are looking for.

    Let us know if you have any additional questions.

    Q Roth
    Farmer Support

  2. qroth closed this discussion on 14 Apr, 2016 01:01 PM.

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