Report Catalog - Referral Report by Invoice Batch

Report Overview

This report provides a detailed referral report for all members that were included within a batch invoice generation process.  You can select a range of time for the referral time period that you want to include.


This report provides a fantastic way to demonstrate the value of membership while you are sending out renewal invoices.

How to Run

From the File Menu, choose Reports > Referral Reports > Referral Report for Invoice Batch
Upon running the report, it will prompt you for the following parameter(s):
  • BeginDate (BeginDate) - Enter a start date to find summary information in.
  • EndDate (EndDate) - Enter an end date to find summary information in.
  • Invoice_Batch (Invoice_Batch) - Enter the invoice batch number that you wish this referral report to target.  For more info on finding invoice batch numbers, please see the related article below.


Here is a sample of the report's output:
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