Membership Payments Report

Modified on Fri, 24 Jan at 2:36 PM

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

Things to know:

Membership purchases are 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.
For pet busineses, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.

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
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.

Report Columns

Column	Description
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.
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	Displays the type of card used (Visa, American Express, etc) and the last 4 numbers. 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. 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.