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: