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Scheduled Payments Report

This report allows you to track all payments that have been scheduled using the payment schedule feature — including payments due as well as received, all in one place!

Updated this week

How to Use the Scheduled Payments Report

To access the report:

  1. Click on Invoices in the left-hand sidebar.

  2. Use the toggle on the right-hand side to switch to Scheduled Payments.

Like many of the reports in Event Temple, this report allows you to apply filters and customize the columns you are viewing. You can also save your views after creating them. Based on the filtering parameters you set, it will show you a list of all scheduled payments.


Important Filters for This Report

  • Due Date – Shows when the specific payment is expected to be collected. Only payments due within the selected timeframe will appear.

  • Invoice Issue Date – Displays scheduled payments for invoices issued within the selected timeframe.

  • Paid – When applied, only scheduled payments that have been paid in full will appear. (Note: Payments that were partially collected will not show.)


Additional Information

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