- Knowledge Base
- Reporting
- Reservations
-
Getting Started
-
Troubleshooting
-
Request Forms
-
Booking / Front Desk
-
Point of Sale / Storefront
-
Campspot Analytics
-
Reporting
-
Housekeeping
-
Consumer Site Admin
-
Rules
-
Campground Setup Page
-
Utility Metering
-
User Management
-
Extended Stay / Long-term Management
-
Videos & Webinars
-
Integrations
-
Contact Us
-
Enterprise Application
-
New Park Onboarding Resources
Report Overview: Guests with Balance
Learn more about the report providing you insights into reservations with balances.
Guests with Balance Report Overview
This report provides a comprehensive list of guests with outstanding balances who are scheduled to arrive over a specified date range. This report is valuable for pre-arrival management, proactive balance tracking, and monitoring same-day balances due to reservation edits or cancellations.
Some of the information found on this report includes:
- Guest Information (Name, Email, Phone, Address)
- Financial Summary (Total Charges, Total Payments, Balance)
- Campsite Details (Main Campsite Type, Campsite Names)
- Reservation Details (Arrival Date, Departure Date, Confirmation Number, Status)
- Invoice Information (Invoice Number, Child Invoice Number)
Common Report Uses:
-
Pre-Arrival Balance Management: Identify guests with outstanding balances before their arrival to ensure smooth check-in.
-
Departure Day Balance Tracking: Track guests with balances due on their departure day to facilitate final payments.
-
Same-Day Balance Management: Monitor balances created by reservation changes or cancellations occurring on the same day.
Accessing the Report:
- Navigate to the Reporting page within your Admin Site.
- Search for Guests with Balance.
- Click Run Report.
Download Options:
This report is available in both PDF and CSV formats, offering flexibility in data manipulation and presentation. The PDF format is tailored for printing, providing essential information in a concise, printer-friendly layout.
Supplemental Resources
- Auto-Charge Balance Rule: Use this rule to setup an auto-charge feature in your Admin Site to proactively handle reservation balances prior to arrival.
- Payments by User Report
- Invoice Payment by Type Report
- Total Payments Received Report