How to find clients with outstanding Pay Later balances

When clients book with Pay Later, they owe class credits at the desk. CoreBookings does not have a separate Unpaid Visits report. Use the Clients list filter Outstanding balances only, then clear the balance with Collect payment on the client profile.

Short answer #

1. Open Clients.
2. In filters, open Pay Later and tick Outstanding balances only.
3. Open a client from the list.
4. Click Collect payment and record the desk payment.

Filter Clients for outstanding balances #

Where: Clients

1. Open Clients in the left sidebar.
2. Open the filters (if needed).
3. Find Pay Later and select Outstanding balances only.
4. Review the list. With this filter on, you will see Credits owed for each matching client.
5. Optional: use Export CSV on the Clients page to download the filtered list.

Collect payment on the client profile #

1. Click the client name to open their profile.
2. Look for the Pay Later balance banner showing class credits owed at the desk.
3. Click Collect payment (owners and admins).
4. In Collect Pay Later payment, set Credits to apply, choose Method (Cash, EFTPOS, or Other), add an optional note, then Confirm.

For more detail on settlement, see How Do I Settle a Pay Later Visit?.

What replaced the Unpaid Visits report #

The classic dashboard had an Unpaid Visits report for Pay Later bookings. In CoreBookings that workflow lives on Clients (filter + collect payment), not under Reports.

Related help #

• How Do I Settle a Pay Later Visit?
• Can my clients book into a class before buying a class pass?
• If a student hasn't paid, can I still add them to class?