To view any invoice for Trips & Tours, follow these steps; Visit client Portal Navigate to Trips & Tour from the menu, Client will land on the Trip(s) Revenue summary Report page. Click on invoice view to view complete invoice. Select Trip and click on get invoice By clicking on edit you will be […]
Reports (Client Support)
Membership Reports
There are multiple reports for membership, navigate to reports from the menu, Client will land on the reports’ page. Membership reports are as follows: Basic Member Search Advanced Member Search Current Members List Expired Membership(s) Dues Payment Received Pending Invoice Voting Member List Membership Refund Report Basic Member Search Click on the basic member search […]
Event Reports
There are multiple reports for event, navigate to reports from the menu, Client will land on the reports’ page. Events reports are as follows: Invoice for member only/Open event Member/Open Event Invoice(s) by status Member/Open Event pending invoices Invoice for Member Only/Open Event To view any invoice for member only event, follow these steps; Visit […]
Donation Reports
There are multiple reports for donation, navigate to reports from the menu, Client will land on the reports’ page. Donation reports are as follows: Payment by (Members) Payment by (Non-Members) On payment pending report client will be able to view all donation with pending payment. Payment by (Members) On Payment by (Members) reports, client will […]
Exhibition Reports
There are multiple reports for exhibition, navigate to reports from the menu, Client will land on the reports’ page. Exhibition reports are as follows: Invoices Exhibition Invoice(s) Status Report Exhibitor’s Payment Info Booth Summary Report Cancelled Invoice Invoices To view any invoice for exhibition, follow these steps; Visit client Portal Navigate to reports from the […]
Discount Reports
Discount given on different modules can be analyzed in discount reports. There are multiple reports for discounts, navigate to reports from the menu, Client will land on the reports’ page. Discount reports are as follows: Discounts Report for Event Discounts Report for Exhibition Discounts Client Report for Membership Discounts Report for Exhibition Booth Discounts Report […]