Account Balance Reporting
The Account Balances Report will show you your clients' remaining sessions, next payment date or expiration date and more!
First, go to 'Reports' on the top menu and then click 'Account Balance' on the left side. In this example, the clients 'Next Payment Date' (same as the 'Next Charge Date') is on 4/26/2020 for his 'Monthly Limited 10' package.
You can use the keyword box to filter - type a keyword for the 'Monthly Limited 10' package to show all customers who purchased this.
You can find when the 'Next Charge' (same as the 'Next Payment Date') under Customer Profile under 'Auto-Renewing Plans'.
You can pull-up or show expired balances. To show expired balances, just click the 'Show expired balances' link.
Then, click the sortable link for 'Expiration Date'.
Scroll down to see the expired balances.
Note: You can export your account balances report by clicking the export button. If you don't click 'Show expired balances', the exported file will only show the balances that are not expired. If you click 'Show expired balances' then export, the exported file will include the expired balances.
Another place where you can find expired balances is on your Customer Profile. Click on your client's name, scroll down to 'Account Balance', then click 'Show expired balances'. This will show you all balances including the expired ones.