This article will go over how billing is done for memberships as well as where to see when their payment went through.
Memberships have recurring charges which can be set as “Yearly” or “Monthly”. The customer will be automatically billed every month or year, depending on your settings. Whenever the customer is charged, both the customer and the business will receive an email when their credit card is automatically charged or if it the card failed. You can view the customers billing cycle by going to the customer's profile or the transactions list.
If you have not set up your Memberships, click on the link below:
To learn more about refunds, click on the link below:
Membership Reports can be viewed in the Transactions List and the Customer Management Section
Customer Management Section
1. Click on Customers.
2. Select a Customer then click on the Membership tab.
3. In this section, you will be able to see when a membership was added, when the customer was charged for the membership, and see the status of their membership.
1. Click on Reports then Transactions List
2. In the transactions list, you can see when the customer paid for their membership, as well as when their membership was renewed. You can filter the list to view customers that have memberships. Click on Transaction Type, select Membership, then click on Search.