Track Membership Payment History from Owner Profile (How-To)

Article Details

Summary

This article shows staff how to view a pet parent's membership payment history in their Owner Profile. You can see purchases, renewals, and the status of each payment.

Before You Begin

You'll need:

  • The Manage Memberships permission turned on for your user group. Turn it on at Reports & More > Groups > Admin Delegations.

The Manage Memberships permission under Admin Delegations in Groups.

Steps

  1. From the Dashboard, search for the pet parent's profile.

    The Dashboard search box with a pet parent's name.

  2. On the pet parent's profile, select the Memberships tab.

    The Memberships tab on a pet parent's profile.

  3. Find the membership you want to review.

  4. Select the blue info (i) button. The membership details window opens.The blue info button next to a membership.

  5. Select the History tab in the details window.

  6. Make sure Payment History is selected in the Membership History dropdown.The Membership History dropdown set to Payment History.

  7. Review the Payment History section. It includes:

    • Purchase and renewal transactionsThe list of purchase and renewal transactions.
    • Invoice links

    The invoice links in the Payment History section.

    • Payment status of successful, failed, or voidedThe payment status shown for each transaction.
    • Date, amount, and status of each invoiceThe date, amount, and status shown for each invoice.

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