Outstanding Payments, or Pending Payments, can be viewed by following these steps

  1. Client File
    1. Click on the Client Tab in the Home Dashboard
    2. Select the desired client
    3. Go to the Payment Tab (credit card icon) in the Client File
    4. Locate the payments table (bottom of the page)
    5. Select the ‘Pending’ filter from the Status drop-down menu
    6. View all payments with status ‘Pending’
    7. This will allow you to either
      1. Send an email reminder to the client
      2. View the payment
      3. Edit the payment
      4. Delete the payment
      5. Pay the payment on behalf of the client
  1. Retail Dashboard
  1. Click on the Payments Tab > Retail Dashboard in the Home Dashboard
  2. Locate the payments table (bottom of the page)
  3. Select the Memberships Tab
  4. Click the ‘Pending’ filter from the Status drop-down menu on the Memberships Tab
  5. View all payments with status ‘Pending’
  6. This will allow you to either
    1. Send an email reminder to the client
    2. View the payment
    3. Edit the payment
    4. Delete the payment
    5. Pay the payment on behalf of the client
ARTICLE CONTENTS
Have more questions? Submit a request

Comments