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Open Balances Reports

The Open Balance Reports are the best place to work your open balances.  From these reports, you will be able to 

  • quickly take a past due payment
  • notate any communication with the member
  • mass email, mass text past due notices directly to member
  • generate invoices for mailing or emailing
  • create batches to send to collections

Shape has separate report for each Category as well as a combined report.

Open Balances (Memberships) 

 -> Quick Reports - Open Balances

Open Balances (Services)

 -> Quick Reports - Open Balances (Services)

Open Balances (POS)

 -> Quick Reports -> Open Balances (POS)

Open Balances (Combined)

 -> Reports -> Financial -> Open Balances (Combined)

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