Tuesday Tool Tip – Completed Recurring Billing Report New Filter

Completed Recurring Invoice Report

Completed Recurring Billing Report New Filter

On the Completed Recurring Billing Report, we have added an Invoice Status Filter to more easily find invoices that did not process correctly.

The Completed Recurring Billing Report is a great way to check the status of all Recurring Invoices that have processed. Some are successful. Others might have failed. For example, maybe a credit card expired, or there was no credit card on file for the customer.

If you have many recurring invoices, it can be hard to find just the invoices that had an issue. As a result, we added a new filter.

Now, you can filter the report by the Invoice Status.  For example, select only invoices with a status of “Complete and Not Paid”. This indicates that the invoice was created, but becaue it was not paid, the auto charging of the credit card failed for some reason.


Recurring Billing Report

Completed Recurring Invoice Report

New Search Filter

Invoice Status Options

Example Results

Complete and Not Paid Results



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