Balances Due Report

The Balances Due Report provides two report views to help you track outstanding balances before and during your event. Use these reports to identify guests with unpaid balances, follow up on outstanding payments, and manage event receivables.

💡 Good to Know: This report can be found under Reports > Financial Reports > Balances Due.

When opening the report, you can choose one of the following options:

Pre-Event Balances Due – Displays outstanding balances before the event.
Event Balances Due – Displays outstanding balances during or after the event, including event-specific payment details.

Click Print to generate the selected report.

Pre-Event Balances Due

The report includes:

Last Name / Company Name
First Name
Email Address
Remaining Balance
Total outstanding balances

💡 Good to Know: This report is designed for tracking unpaid ticket, sponsorship, or registration balances before your event.

Event Balances Due

The report includes:

Last Name / Company Name
First Name
Bid Number
Email Address
Admin Fee Accepted
Remaining Balance
Balance Due Plus Fees
Total outstanding balances

💡 Good to Know: This report includes additional event-specific information, including Bid Numbers and administrative fee details.

Use the Report

Use this report to:

Identify guests with outstanding balances.
Contact guests regarding unpaid balances.
Track payments before and after your event.
Review remaining balances before closing your event.
Verify balances due, including administrative fees when applicable.
Monitor outstanding receivables during post-event reconciliation.

💡 Good to Know: The Pre-Event Balances Due report is ideal for collecting outstanding registration payments before your event. The Event Balances Due report is commonly used after checkout to identify guests who still have unpaid balances.

Print or Export the Report

After generating the report, you can choose to:

Download PDF
Download Excel
Print

💡 Good to Know: The spreadsheet version is useful for sorting, filtering, and tracking outstanding balances. The PDF version is ideal for printing, emailing, or sharing balance information with your team.

Printable Quick Help Guide:

(see below for printing instructions)

How to Print This Guide

Right-click on the image of the guide
Select Save Image As…
Save the file to your computer
Open the saved image
Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.