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Unpaid Invoices Report

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The Unpaid Invoice Report contains four tabs: Summary, Unpaid Invoices, Payment Attempts, and Written-Off Invoices.

Summary Tab

This tab summarizes the total quantity and cost of a club or club location’s current unpaid invoices. The data is divided into five statuses: ‘Past Due’, ‘Still Attempting’, ‘Delinquent’, ‘Chargeback’, and ‘Written-Off’. The five tables on this tab lists the location, number of past due invoices, and total cost of past due invoices in each status.

Past De Invoice summary table

  • Past Due Invoices (Cash/Check payment profile): Overdue for payment by cash or check.
  • Unpaid Invoices ("Credit Card" or "Checking/Savings" payment profile): Have had one or more failed payment attempt, but are still scheduled for future payment attempts. More detail can be found on the Unpaid Invoices Tab.
  • Delinquent Invoices ("Credit Card" or "Checking/Savings" payment profile): Have failed three attempted auto-drafts and are not scheduled for any future payment attempts. More detail can be found on the Unpaid Invoices Tab.
  • Chargeback Invoices ("Credit Card" or "Checking/Savings" payment profile): Previously-settled invoices that have since been disputed by the Member (via their credit card company, for example) or the Member’s bank (due to insufficient funds, for example). More detail can be found on the Unpaid Invoices Tab.
  • Written-Off Invoices: Have been manually written-off by club staff. No further payment attempts can be made. More detail can be found on the Written-Off Invoices Tab.

The Unpaid Invoices Tab

This tab lists all unpaid invoices at a club or location with ‘Past Due’, ‘Still Attempting’, ‘Delinquent’, or ‘Chargeback’ status. (Written-Off invoices appear on their own tab.) 

Sample of Unpaid Invoice tab

Unpaid Invoices Tab Fields

  • Member Name: The owner of the agreement whose invoice has not been paid.
  • Invoice Date: The date the invoice was originally created
  • Attempt Date(s): The date(s) of payment attempts made on this invoice. Multiple attempts will appear separated by a comma.
  • AF Location ID: The Anytime Fitness location to which the unpaid invoice belongs.
  • Salesperson Name: The employee who sold the Member agreement.
  • Invoice #: The unpaid invoice’s identification number.
  • Agreement Name: The PT agreement to which the unpaid invoice is attached.
  • Subtotal: The cost of the unpaid invoice before tax
  • Tax: Tax, if any, added to the invoice’s subtotal
  • Total Payment: The total cost of subtotal plus tax
  • # Attempts: The number of payment attempts made for this invoice. In the case of Cash/Check invoices, this value will always be zero.
  • Status: Displays as ‘Past Due’, ‘Still Attempting’, ‘Delinquent’, or ‘Chargeback’.
  • Last Transaction ID: The most recent payment attempt’s ABC transaction ID.
  • Payment Profile Used: Displays the method in which the Member had agreed to pay their invoice. Profiles include Cash/Check, Credit Card, Checking and Savings.
  • Last ABC Response: Received from ABC, this most-recent response will read as either ‘Failed’, ‘Success Pending Settlement’, or ‘No Response Yet’.
  • Last ABC Response Message: Additional details on the Last ABC Response
  • Member Address

The Payments Attempts Tab

This tab breaks down each payment attempt made towards Unpaid Invoices.

Payment Attempts example

The Written-Off Invoices Tab

This tab lists all unpaid invoices with a written-off status. 

Write-off Tab Example

 

Learn more about accessing, filtering, and scheduling reports.

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Comments

  • Avatar
    Phil Madsen

    The article is helpful. It would be more helpful if it included information on how to access the report. So too, I expect, for all similar articles. How do you access the report you are talking about in the article?

  • Avatar
    Christopher Choi

    Good morning Phil,
    Thank you for your feedback and giving this article a read!

    My team is currently working on making a more generic article of how to access reports. In the meantime, here is a link to a video on how to view and schedule reports.
    https://cluboshelp.zendesk.com/hc/en-us/articles/210818403

    To access this specific report, go to Club Reports, scroll all the way down to the PT/Group Fitness section, and then the 7th option is the Unpaid Invoices Report.

    Please feel free to explore other articles and your comments are much appreciated!
    Thank you!