This report displays membership purchases and all failed and successful recurring membership payments.
Things to know:
- Membership purchase is done manually in POS when the user selects a membership and adds it to the POS ticket.
- Recurring membership payments are triggered automatically by the system or manually by the user using the Reactivate link on the client's profile or the Retry link on the Membership Payments report.
- The Location Manager can receive notices for failed payments. This is activated through Marketing > Automated Messages > Memberships section > Activate the Failed Payment Notice for the customer. This alert is directly tied to the customer receiving this notice.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Clients section, select the Membership Payments report
When the report loads, you can filter by a specific location, status, and date. You have the option to export the report as a CSV, PDF, or print version.
|Location||The location where the membership was purchased.|
|Status||The status of the membership charge. You can choose to view all membership payments or only the successful or failed payments.|
|Date||The date the membership was purchased or when the membership fee was charged.|
|Date of Charge||The date the membership was purchased or the recurring membership fee was charged.|
|Client||The name of the client associated with the membership.|
|Name||The name of the membership|
|Charge Amount||The amount that was charged|
|Refund Amount||The amount that was refunded|
|Total Tax||The tax applied to the membership charge.|
Indicates whether the charge was triggered automatically by the MyTime system or manually by the merchant.
Manual Draft - Triggered manually by the merchant using the Reactivate link on the client's profile or the Retry link on the report.
Auto Draft - Triggered automatically by the MyTime system
|Payment Method||Displays the type of card used (Visa, American Express, etc) and the last 4 numbers.|
Indicates whether the membership charge was Successful, Failed, Partially Refunded, or Fully Refunded.
If the membership fails there is a note icon, hovering over it will display the reason for the failure. There is also a retry link next to it where you can attempt to retry the payment.