Orders With A Balance Due


If you are allowing users to choose the option of "Pay Later", one of your Admins will need to assure that all of the funds for these orders are collected.

To see a list of which orders have an outstanding balance:
  • Go to Store & Forms / Orders
  • Choose the date range of orders you wish to view.
  • Select "Orders with balance due" from the drop down menu.
  • Select the blue "refresh" button to view the orders.
  • You can email selected users by using the "email selected..." button.
  • You can record payments for an order by clicking on the order number.

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You also have the option to view Orders with a Balance Due by form.

This is very helpful for organizations that have parents making installment payments for registration. It is a good way to remind parents that a payment is due versus going to the Orders with Balance Due. Using the email functions at the Form Report allows you customize the subject line and the message itself is more visible.


  • Go to Store & Forms / Forms / Select the Form Report.
  • Choose the date range of orders you wish to view.
  • Select "Orders with balance due" from the drop down menu.
  • Select the blue "refresh" button to view the orders.
  • You can email selected users by using the "compose email" button.
  • You can record payments for an order by clicking on the order number.