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  • 1.  Balance Due Report

    Posted 10-07-2019 11:24
    Hello Everyone!

    I am struggling to find an article that points out which financial report allows me to see who hasn't paid their balance post-event. Would you either link an article or brief instructions?

    Thank you :)

    Ivy
    #ReportingandInsights

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    Ivy Compton
    Event Coordinator for CASTA and Liaison for CDOT
    Colorado Association of Transit Agencies
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  • 2.  RE: Balance Due Report

    Community MVP
    Posted 10-07-2019 16:16
    Standard Reporting ->Payments and Credits Reports ->Invitees Balance

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Balance Due Report

    Posted 10-07-2019 16:37
    Hi Ivy,

    If you are looking at Reports (New), you can utilize the Invitees and Registrants report, and filter by "Invitee Status: Accepted and Cancelled" and "Amount Due: greater than 0."

    Best,
    Danni

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    Danni Czark
    Lead Client Success Advisor
    Cvent
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