The report formerly known as Transactions in the Membership Billing menu has been renamed and is now referred to as Invoices or Invoice Report.
The new Invoice Report will provide users with a comprehensive overview of all their financial activities. It will cover all transactions of payments, credits, and declines that are allocated to the invoices.
Old view of Transactions
New view of Invoices
Regardless of the invoice's status, the report will display transactions allocated to the invoices. This feature ensures that you have a clear understanding of the financial history associated with each invoice.
There are various filter options at the top of the report. You may filter by date range. The default date range is the past month of invoices.
Other filters include:
Revenue Type
All (default filter)
Recurring Revenue
Non-Recurring Revenue
Fees
Select Agreement Type
All (default filter)
Paid in Full
Challenge
Members
Add-on Services
Trial
Select a Membership
The default is all membership types, but the dropdown will include all active membership types for your location to easily see invoices for specific membership types.
Select a Customer
The default is that the report shows invoices for all customers in the seleceted date range, but you can use the dropdown and seach for specific customers.
Transaction
Allows you to search by transaction number.
Just below the filters, you are able to expand the Transaction Summary window to see a summary of the transactions by category totals for the selected date range.
When you expand a transaction you will notice a column named Payment Options. This column will give a preview of the payment methods used for each transaction, whether it's a card or an ACH.
This report mirrors the invoice details found in the contact profile Activity Summary, Billing tab.
As with all of the reports within Fit Pro Tracker, there is a button that allows you to Export to Excel.
Past due invoices are noted with a negative balance in red. You may resolve the past due invoices directly from the invoice report.
To process a payment, click the card icon on the far right of the invoice details grid.
Clicking the icon will bring up a payment window where you can easily review and edit the payment details as well as process the payment to the past due invoice.
If the payment is processed successfully, it will change to a paid status on the Invoice Report. If the payment fails, you will receive a notification as to why the payment failed and it will remain in a past due status.
In case you need to cancel the past due invoice, you can click the cancel invoice icon on the far right-hand side of the invoice details.
This will pull up a cancel invoice window where you can add or edit the cancel invoice details.
