Covers: Payments Report, Invoice Report, Expense Report, consolidated reports

Use reports to see money collected, invoices raised, and expenses booked.

• Payments Report — membership payments received (Income & Expense → Payments Report)

• Invoice Report — invoices in a date range

• Expense Report — expenses in a date range

• Member Payments Due — outstanding balances

Some accounts also have Payments Report and Payment Modes Report under Consolidated Report. Those can include memberships plus rentals and POS. Do not confuse them with Income & Expense → Payments Report (membership payments only).

• Pick a clear date range before exporting

• Use Payment Modes when you need cash vs card vs online split

• For a combined payments + expenses download, use Export Data → Export Passbook