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

Article Details

This article provides step-by-step instructions for tracking a pet parent's Membership Payment History from their Owner Profile in Gingr. Staff members can view details on membership status, benefits, and payment history, including purchases, renewals, and usage.

Before You Begin

Users must have the Manage Memberships permission enabled to view membership payment details. To enable this permission, you will need to head to Reports & More > Groups > Admin Delegations:

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How to View Membership Payment History

Navigate to the Owner Profile

  • From the Dashboard search for the Pet Parent’s Profile.

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  • Once on the Pet Parent Profile, select the Memberships tab.

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Access Membership Details

  • In the Memberships tab, locate the membership you'd like to review.
  • Select the blue info (i) button to open the membership details modal.Screen Shot 2025-02-05 at 13.38.06 PM.png

View Payment History

  • Select the History tab within the details pop-out.
    • Next, ensure you have the Payment History selected in the Membership History dropdown.Screen Shot 2025-02-05 at 13.39.40 PM.png
    • The Payment History section includes:
      • Purchase and renewal transactionsScreen Shot 2025-02-05 at 13.41.10 PM.png
      • Invoice links

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      • Payment Status of successful, failed or voidedScreen Shot 2025-02-05 at 13.42.48 PM.png
      • Date, Amount, and Status of each invoiceScreen Shot 2025-02-05 at 13.43.32 PM.png
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