Read the Financial Overview and Collection Summary
The top of Financial reports summarizes collection performance for the selected period.Financial overview
The overview shows gross collected, outstanding, overdue, invoices issued and paid, pending approvals, active campaigns, collection rate, average payment delay, and a financial-health score. Its trend chart places collected and outstanding amounts into monthly points.The health score is a calculated operational indicator based on the report's current collection, overdue, payment-delay, pending, and fee signals. Use it to identify areas that need review. It is not an audit opinion, account certification, or guarantee of financial condition.
Collection summary
The collection section distinguishes:- Gross collected before deductions
- Net to association after recorded platform and gateway deductions
- Pending amounts awaiting completion or review
- Platform and gateway fees
- Collection sources and their share of the collected amount