To view the Memberships Payment report

  1. At the center level, go to the Reports tab. The Reports Dashboard page appears.

  2. Click Try the new version of Reports. The Reports Dashboard for Reports v2 appears.

  3. Find and click Memberships Payment. The Memberships Payment report appears.

Filters available

Filter

Description

Date Type

Select whether you want to filter the report by due date or collection date.

Centers

Select which centers you want to include in the report.

Dates

Select the date range (duration) for which you want to see the report.

Membership Category

Select the membership categories that you want to include in the report.

Recurrence Status

Select the recurrence statuses that you want to include in the report.

Collection Status

Select the collection statuses that you want to include in the report.

Column descriptions

Column name

Description

Sale Center

The center at which the membership was sold.

Invoice No

The invoice on which the payment was collected.

Membership Code

The membership's identification code.

Membership Name

The name of the membership.

Guest Name

The guest who purchased the membership.

Sale Date

The date on which the membership was sold.

Due Date

The date on which the payment was due.

Collection Date

The date on which the payment was collected.

Sales (Exc. Tax)

The sale amount, excluding taxes.

Sales(Inc. Tax)

The sale amount, including taxes.

Amount Collected

The amount collected on this invoice.

Due

The balance amount due on this membership.

Next Attempt Date

If the current payment failed, the next date on which the payment will be attempted.

Recurrence Cycle #

The installment number of the payment. For instance, if it is the third installment, this column will show 3.

Recurrence Status

The status of the recurring payment instruction.

Collection Status

The status of this collection.

Default Payment Type

The default payment type.

Payment Type

The payment type used for this payment.

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