The report formerly known as Transactions in the Membership Billing menu has been renamed and is now referred to as Invoices or Invoice Report.
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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.

In addition, the report also includes information about refunds. Tracking and managing refunds is an essential aspect of financial management.

We are introducing a new 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 Report found in the Activity Summary, Billing tab.

And similar to the other reports within the system, there is a button for Export to Excel.
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​Please check this demo video for more information.

With all of this transformation, you can rest assured that you will still have the ability to access and analyze transaction details easily. Managing your finances has never been more straightforward and informative. We are committed to continually enhancing our systems to meet the evolving needs of your business, and this transformation is just one example of our dedication to your success.