The billing report is designed to provide organizations with as much detail as possible about the donors’ transactions in relation to your invoice.
Accessing the Report
Step 1: Click the Reports Tab
The following page appears, click Billing
Executing the Report
Before running the Billing report, you must first decide which billing report you would like to run. There are two types of billing reports available:
- Summary – Contains totals (amount and transaction count) per transaction type, of transactions which were successfully paid online, summed up per online payment type and combined total, for all events.
- Detailed – Contains details about each transaction which was successfully paid online across all events for all transaction type (donations, registrations, etc.) for all online payment types (Credit Cards and PayPal).
Once you have selected the type of billing report you would like to run, it is important to specify a transaction start and end date.
Tip: Please run the report with start date and time set to 12:00AM from the 1st of the month and the end time set to 12:00AM of the 1st of the next month.
Summary Billing Report – Explained
Once you execute the Detailed Billing report, the top of the report will include a summary of when the report was executed and the transaction start and end date.
The Summary Billing Report will include the following columns:
Detailed Billing Report – Explained
Once you execute the Detailed Billing report, the top of the report will include a summary of when the report was executed, the transaction start and end date, the total amount (in $) and the total number of transactions during the specified date range.
The Detailed Billing Report will include the following columns: