Unpaid Balance

Lindsay W. shared this question 6 months ago
Answered

Is there a way to run a report for a given time period of anyone with a balance not paid?

Comments (3)

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I created a filter for you named "Balance Due". To use this filter go to the leads and events page and search "balance due" in the search box on the left hand side. Select "balance due" filter from the search list and adjust the calendar to the time period you would like to fun this filter for.

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Excellent, thank you! How can I add that filter to other log ins?

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This is a preset filter...everyone should have access to it

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