How much money goes through your website each year? A thousand dollars? A hundred thousand? And where is it coming from? Jobs? Events? Are you really getting the most out of the features your website has to offer? Lots of questions! And now, some answers…
Introducing Invoice Reports!
We are excited to release Invoice Reports to our clients! This set of advanced Invoice Reporting is a new feature for Tendenci 5.1 websites that provides information about which fundraising programs are bringing in the most money for your group.
These reports, run for a specific date range, return both summary and detailed information on all revenue-generating (or fundraising) modules on your site: Events, Memberships, Job Boards, Directories and Donations.
Now you can see, in one consolidated report, where the revenue is coming from and just how much your site is facilitating your fundraising efforts!
Accessing the Reports
To access the reports on your site, go to the Admin Bar and choose Reports > Invoice Reports. (You must be on Tendenci 5.1 to use this feature. If you do not see the Invoice Reports option, please contact either Support (5.0 users) or Sales (4.0 users) to upgrade!)
You will first see a list of any reports that have already been generated on your site. This allows you to build a report based on specific criteria and then run that report over and over again for different date ranges. Choose to rerun one of your previous reports or build a new one!
Using Reports for Reconciliation
One of the options you have with the reports is to choose invoice payment status: All, Invoices with an Open Balance, or Invoices with No Open Balance. This is great for the person who reconciles the money for your organization! If you allow people to place openings on your job board or register for events online but permit them to pay offline via check or cash, you can use this data to reconcile your payments.
Click on one of the revenue categories to jump down to the detailed invoice list for that group. From here, you can see each invoice and quickly locate those with an open balance. Click on the ID to open a specific invoice to see the detail, review contact information and mark the invoice as paid once payment has been received.
Invoice Reports Tell the Story!
Tendenci was specifically designed to help organizations raise funds for the programs and services that they offer. These reports will help you evaluate your different programs, determine your biggest moneymakers, reconcile your offline payments and get all of your revenue figures in one place.
So at the next board meeting, when the questions arise, you can show, real-time, with the exact data, the financial strength of your various fundraising activities!