Tracking Down Late Payments and Outstanding Balances Report
Tracking down payments is one nightmare no coach wants. It is extremely important to know which players owe a balance, so you have a way to track all balances, and request payment for those that may have forgot to pay or owe a balance. The Outstanding Balances report helps you do exactly that! In our demo data below, it is clear there are a lot of players carry a balance.
Report Settings / Options
To access the Outstanding Balances Report, from the Admin Dashboard, click on Reports, and then Outstanding Balances Report. Then you will see options as shown below:
- The Category Drop Down menu lets you choose the Charge Category in the case you are only looking for outstanding balance for a specific category (ex. Monthly Dues). Also, see our tutorial on the Category Summary Report.
- The Balance simply allows you to choose all, or only clients with a positive balance.
- The Season can be selected if you only want to track for a specific season, or you can just select All Seasons from the drop down list.
- If you are using Scheduled Payments, there is the option to “Ignore Players with Scheduled Payment Plans”.
- “Show by Player” can be good if you are using TSP Family Mode (as opposed to every client having their own account), and you want to see charges for each player inside the family account.
- If you have accounts that you archived that owe a balance, of course you can see their outstanding balances too by checking the “Show Archived Accounts” option.
- You will notice we have several different ways to show this report. Get List just immediately shows it on the web page, plus we have export to Excel, and two PDF versions.
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