Using NolaPro > Reports > Billing
List Payment Plans
List Payment Plans - both pending and completed.
  1. From the Main Menu select Reports -> Billing -> List Payment Plans. Your screen should look similar to this:

  2. Specify criteria for which plans to include in list:

    1. Begin Due Date: To limit list by next post due date, enter a date here and in End Due Date.

    2. End Due Date: To limit list by next post due date, enter a date here and in Begin Due Date.

    3. Show Plans: Select whether to show ALL, Pending Only, or Completed Only plans.

    4. Report: Select detail for report from the drop-down list.

    5. Order By: Select sort order for report from the drop-down list.

    6. Include Which: Select plan frequency (weekly, quarterly, etc.) to be included in list.

  3. Once all the criteria have been entered, click on the Next button to create the report. Your screen should then look similar to this:


  4. To edit a particular plan, click on the plan number.

  5. To return to the report criteria selection screen, click on the Back button.