Want to find customers who have already taken lessons but still have an outstanding payment?
Use the Export report to find bookings with lessons already given and an unpaid balance.
Find bookings with outstanding payments
- Go to Reports → Export.
- Select Booking date.
- Choose the date range you want to check.
- Open the filters.
- Under Status, select Bookings with given courses.
- Select Not paid in the payment filters.
The results show bookings with lessons already given and an outstanding payment.
Important: The Not paid filter includes both completely unpaid and partially paid bookings. You don't need to check these separately.
Review or export the results
The results show booking details such as the customer, product, payment information, and number of lessons already given.
You can review individual bookings or click Export to download the matching booking data.
Check your selected date range
When filtering by Booking date, the date range refers to when the booking was made, not when the lessons took place.
For example, a booking made in January may still have lessons given in March. To find that booking, your selected date range must include January.
Also keep in mind that an outstanding booking balance does not necessarily mean every lesson in that booking has already taken place.
Related articles
- Understanding Reports in Viking
- View and export transactions