Membership Payments Report

Modified on Fri, 8 May at 2:16 PM

This report displays membership purchases and all failed and successful recurring membership payments.

Things to know:

The ability to access this report is governed by the "Accessing Reports" access control settings
Accounts without a membership subscription cannot view this report.
Memberships can be purchased online or in-store.
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.
For pet busineses, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
After updating the purchase location on a client’s membership, any future recurring charges will appear in the report under the new (current) location.
This report is not visible to businesses that do not offer memberships.
The report can only be exported in Summary View, which consolidates data by category such as location, staff member, or service type. This view is ideal for high-level analysis, allowing you to review total revenue and overall performance metrics without displaying individual transactions.

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.

Report Filters

Filter	Description
Location	The location where the membership was purchased. Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Status	Indicates the status of the membership charge. You can choose to view all membership payments or filter by successful or failed payments only.
Date	Shows the date the membership was purchased or the date the membership fee was charged.
Hide Previous Payments	Disabled: The report displays all payment attempts made within the selected date range, providing a full history of transactions. Example: A membership charge is attempted on January 1st (failed due to insufficient funds) and retried on January 3rd (successful). Both entries will be shown: Jan 1 – Failed payment Jan 3 – Successful payment Enabled: The report displays only the most recent payment attempt for each member, hiding any previous failed attempts to provide a simplified view of the final billing outcome. Example: Using the same scenario, only the final successful payment is shown: Jan 3 – Successful payment

Report Columns

Column	Description
Client	The name of the client associated with the membership.
Family Member/ Pet	The name of the family member or pet that used the membership
Name	The name of the membership
Scheduled For	The date a membership charge was originally due. This reflects when the system was scheduled to bill the client, regardless of whether the charge succeeded or failed. If a charge is retried, this date remains the original due date.
Charged On	The date the membership was purchased or the recurring membership fee was charged
Membership Period	The billing cycle the payment applies to, including its start and end dates
Charge Amount	The amount that was charged
Refund Amount	The amount that was refunded
Total Tax	The tax applied to the membership charge
Payment Type	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	Shows the payment method used, including the card type (Visa, American Express, etc.) or the last four digits of the ACH account. For transactions where no card was used, "See Ticket: {ticket number}" will be displayed.
Billing status	Indicates whether the membership charge was Successful, Failed, Partially Refunded, or Fully Refunded. A Log button is displayed whenever there is more than one payment associated with a membership, regardless of the membership’s status. Selecting it opens the Charge History modal, where all payments for that membership can be viewed.
Current Membership Status	The present state of a client’s membership, such as whether it is active, paused, expired, or canceled
Ticket	Displays the ticket number associated with the transaction as a clickable link. If the membership fails, there is a retry link next to the ticket where you can attempt to retry the payment.
Failure Reason	The specific reason for the membership payment failure

Charge History Modal

Column	Description
Scheduled For	The date a membership charge was originally due. This reflects when the system was scheduled to bill the client, regardless of whether the charge succeeded or failed. If a charge is retried, this date remains the original due date.
Charged On	The date the membership was purchased or the recurring membership fee was charged
Charge Amount	The amount that was charged
Refund Amount	The amount that was refunded
Tax	The tax applied to the membership charge
Payment Type	Indicates whether the charge was triggered automatically by the MyTime system or manually by the business 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	Shows the payment method used, including the card type (Visa, American Express, etc.) or the last four digits of the ACH account. For transactions where no card was used, "See Ticket: {ticket number}" will be displayed.
Status	Indicates whether the membership charge was Successful, Failed, Partially Refunded, or Fully Refunded.
Ticket	Displays the ticket number associated with the transaction as a clickable link
Failure Reason	The specific reason for the membership payment failure

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