Showing all customers with a balance due

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While the Payments Due tab can be used to easily show all Reservations with a balance due, there is no report available to show Customers with a balance due. For most users this is irrelevant because all charges go on the reservations anyway. However there are some users that allow customers to "run a tab", adding merchandise and other miscellaneous charges to customer bills, as some customers do not have reservations (e.g. day-use members).

While there isn't any "simple" way to get this kind of report (though it will be a piece of cake in the upcoming 4.0 release), here's a roundabout way to do it in the Transactions tab view. This will show all transactions for customers with a balance due (more information than you need, but at least it's comprehensive):

On the Transactions tab view:

1. Go to More Filters, click Reset All.

2. Uncheck all of the "if balance..." boxes (lower right) except the one for Customer transactions..."if balance > 0".

3. Click Sites/Reservations...

4. Uncheck all three "if balance..." boxes, click OK, and answer Yes to the warning prompt.

5. Select "All Dates" from the Dates drop-down list.

6. Click OK to save the filter.

7. If necessary, go to Detail Options and select the "Balance Due" field and Customer "Last Name" & "First Name" fields.

8. You may also want to sort by the customer (click on the "Name" column header) to group the transactions for each customer together.

Though this shows each transaction, you can easily go through them to see which customers need to be billed (right-click to go to Transactions, print a bill, etc.) Note that we excluded reservations charges in step 4 so it only includes non-reservation charges -- but you can leave the "if balance > 0" option checked in that step if you also want to see those with outstanding reservation balances.

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