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 client's "Next Payment Date" (same as the "Next Charge Date") is on 9/23/2024 for the "Unlimited Membership".
You can use the keyword box to filter.
You can find when the "Next Charge" (same as the "Next Payment Date") on your customer's 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" until you 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's 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.
There you have it! Any questions? Contact us here at support@fitli.com or connect via chat on the Fitli site.
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