Article Details
Summary
The Owner Balance Report lists owner accounts that have an open balance, a positive store credit balance, or both.
Where to Find It
Go to Left-hand Navigation: Reports & More » Reports: Owner Balance Report.
Only users with the Can View Financial Reports permission can see this report. To check a user group's permissions, go to Book Icon » Groups and search for "Can View Financial Reports."
Report Parameters
| Setting | Description | Helpful Hint |
| Locations | The location you want to see owner debt data for, if you have more than one facility location. | |
| Include Open Balance? | Check this box to see current balances for your customers. | This adds a column to the report. Uncheck the box to remove it. |
| Include Store Credit? | Check this box to list customers who have store credit in their accounts. | This adds a column to the report. Uncheck the box to remove it. |
Report Output
| Setting | Description | Helpful Hint |
| Total Store Credit | The total store credit across all owners. Shows if Include Store Credit? is checked. | |
| Total Open Invoices | The total outstanding balances across all owners. Shows if Include Open Balance? is checked. | |
| Actions |
View Payment History - Add Balance to Cart - |
You can add a balance to the cart only for open balances. |
| Owner | The owner's first and last name. | Select the owner's name to open their profile. |
| Home Location | The owner's assigned home location. | |
| Contact Info | The owner's phone number and email address. | |
| # of Reservations | The total number of scheduled and completed reservations on the owner's profile. | |
| Last Reservation | The date and time of the last reservation completed on the owner's profile. | |
| Card on File | x means no card on file. ✓ means a card on file. | |
| Total Balance | The total open balance on the owner's account. | |
| Available Credit | The total store credit on the owner's account. |
Export and Share the Report
To save the report, select Print PDF. The report opens in a new tab, and you can download it from there.
To add the list of customers to an email or SMS campaign, select Add To Campaign at the top of the report.
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