owed balances

's Avatar

brookfordfarm.csa

16 Nov, 2018 05:40 PM

Hi
What is the best way to see all balances owed?
Thanks!

  1. Support Staff 1 Posted by qroth on 16 Nov, 2018 06:21 PM

    qroth's Avatar

    I'd recommend using the Payment Request tool. This tool would let you send an email out to everyone with an outstanding balance, but if you stop before the final step, you'll be able to just get a report that will let you see how has a balance owed.

    Go to - Member Assembler --> Accounting --> Payment Request

    Let us know if you have any further questions.

    Q Roth
    Farmer Support

  2. qroth closed this discussion on 16 Nov, 2018 06:21 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac