Membership - Credit Balances report (v1)
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Memberships - Credit Balances report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
Column description
Column Name | Definition |
Membership Name | Name that identifies the membership |
Code | Unique code that identifies the membership |
Invoice No. | Invoice on which the membership was sold |
Receipt No. | Receipt generated after the membership was paid |
Guest | Guest who purchased the membership |
Guest Code | Unique code that identifies the guest |
Purchase Price | Price at which the guest purchased the membership |
Actual Price | Actual price of the membership |
Credit Amount | Amount credited to the guest on each payment of the membership |
Service Credit Recognition | SCR value for the membership |
Purchase Date | Date on which the guest purchased the membership |
Expiration Date | Date on which the membership expires |
Cancelled Date | Date on which the membership was terminated, if cancelled |
Service Credit Amount Balance | Service credit amount remaining on the membership |
Product Credit Amount Balance | Product credit amount remaining on the membership |
Any Credit Amount Balance | Credit amount remaining on the membership |
Credit Balance | Total amount of credit remaining on the membership Credit Balance = Service Credit Amount Balance + Product Credit Amount Balance + Any Credit Amount Balance |
Service Credit Balance | Amount given for service benefits |
Balance Price | Remaining amount that is apportioned for the benefits |
MT Type | Membership is recurring or non-recurring |
Next Collection Date | For recurring memberships, the date on which the next collection is due |
Recurrence Status | Status of the collection |
Cycles | Number of cycles for which the membership has been recurring |
Status | Status of the membership |
Stop Collection From | Date on which the recurring collection will stop |
Redeem Post Expiry | Guest can redeem credits after the membership is canceled |
Grace Date | Date until when the guest can redeem credits even after the membership is terminated |
Member Price | Price at which the membership is available to members |
Balance Quantity | Benefits remaining in the membership |
Recurring Payment Amount | Amount collected at each recurrence |
User Membership ID | Unique code that identifies the membership |