View a Client's Membership Payment History

In this article, learn how to view a client's membership Payment History.

APPLIES TO: Admins

Last updated: February 14, 2023

You can view a client's membership payment history by using the membership card icon inside a client's profile page. Follow the steps below to access this information.

View a Client's Membership Payment History

  • Log in to your account, click on the Clients page from the navigation bar on the left hand side
  • Search the name of the client you are wanting to view and click their name to pull up their client profile page
  • Inside the membership card icon underneath their name, click the three dot menu in the top right of the membership card and select History
  • This will pull up the History drawer on the right which will provide you with info such as the number of payments, the total amount, and the total paid amount to date
  • You can also see Balance List that will show you each individual payment, when it was processed and allow you to send a receipt, refund or pay a balance on a payment if need be