The Wellness Outstanding Payments report
The Wellness Outstanding Payments report shows a list of unpaid wellness plan membership invoices and information about the wellness plan. You can use the report to send invoices and record payments.
- Find unpaid invoices of your clients' wellness plan memberships
- Send invoices for wellness plan memberships to your clients
- Record client payments of the invoices for wellness plan memberships
- Export information about the invoices and payments of wellness plan memberships to a CSV file