Example Outstanding Bills Report

An Outstanding Booking Bills Report can help you to find out how many bookings have bills with payments outstanding. 

STEP 1: Head to reports and click the New Report button in the top right. Select Bookings report and then give it an appropriate name and description.

STEP 2: Create columns with the bill number, the Event Date (and time if preferred), then optionally the Activity Name and Customer details (name, email etc). 

Then add columns for the Total Paid, the Total Outstanding and the Total Amount. Make sure for these three columns to select the Total boxes (A) to show the total for these columns. 

You can also optionally sort the table. In this example, we are sorting by Total Outstanding in descending order (B). We have then made a secondary and tertiary sort on the total amount and total paid respectively. However, you may want to sort by Event date. 

STEP 3: For the filters, select a venue (if applicable) and then Event Date. In payment status make sure that you are filtering on unpaid or part paid bookings, otherwise you will see all bills, including bills that have been paid in totality. 

STEP 4: Set the report permissions and then Save your report. 

You now have a report that will show you all your bookings that have not been fully paid.