Viewing Transactions

May 17, 2023

Invoices and Payments can be viewed via the View Transactions functions in the Billing Menu.

View One Member's Transactions

This can be done either via the "View One Member's Transactions" option or from various links within reports such as the Member Status Summary, Expiration Date Report, and others (usually the link is 'details'). You can also search the member's last name using the Search function in the 'View/Edit Transactions' panel.

View All Transactions

You can view all transactions by clicking on "View All Transactions".  Within this view you can specify a range of statement dates in the upper right to narrow down the list.

Data Displayed

Within the view, the following information is available:

  • Date - date associated with the invoice/payment.  In the case of an invoice, it's the statement date of the invoice by default.  In the case of a payment, it's the date the payment was entered
  • Name - member's name (or account name)
  • Entry Type - INV: Invoice, PMT: Payment.  If "(pd)" is next to the Invoice, the invoice has been paid.
  • Due Date - date the invoice is due
  • Amount - amount of the invoice/payment

You will also see the membership term that any given invoice covers when viewing a member's transaction timeline. This date range will appear below the transaction type / number.