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How to view balances due
Updated over 4 months ago

CiiRUS makes it easy to generate a balance due report. This can be useful for a variety of purposes, such as:

  • Identifying reservations that need to be paid for in full or that are past due

  • Tracking reservation revenue

  • Forecasting future revenue

The best place to generate a balance due report is in the Reservations List, where you can fully customize the report to meet your needs.

Where to go

To generate a balance due report, go to:

  1. Reservations

  2. Reservations List

How to generate a report

The Reservations List displays all of your reservations for all of your units. You can filter the list by date range, reservation source, and other criteria to generate the report you need.

By default, the reservation grid already displays the amount received, amount due and the balance due date:

So all you really need to do is apply your date range and add any additional data that you'd like to include such as the pricing breakdown or reservation comments.

To change the date range or add filters, click the Search & filters button. This will open a panel containing the filters.

Once you've applied the filters or dates, select the "Apply & Close" button. The grid will reload with your specified data.

Expert tip: You can export the Reservations grid to Excel for further customization if needed. Click the "Export" icon above the grid.

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