You can view the history of your business’s payments to WellnessLiving from the Payment History page. From here, you can customize and filter the page for the information you need.
To learn how to email a receipt from your payment history, see Email receipts.
In this article:
To view your payment history:
- Click the App Drawer button .
- In the App Drawer, click Setup.
- On the Setup menu, click Business.
- On the Business menu, click Payment History. Your payment history is displayed.
Headings in payment history
|ID||The ID number of the transaction.|
|Date||The date and time the transaction took place.|
|Client||The name of the business.|
|Purchase||The type of service bought from WellnessLiving.|
|Payment Type||The payment method used to complete the transaction (e.g., cash, credit card, check).|
|Credit Card Type||The type of credit card used. This column will only be filled if the Payment Type is a credit card.|
|State||The current status of the transaction. The status can be Error during refund, Refunded, Voided, Authorization error, Failed, Refunded partially, Waiting for settlement, Authorized Successfully, Processing now, or Success.|
|Amount||The monetary value of the transaction.|
|User||The staff member whose account was used to perform the action. If the action was not performed directly by a staff member (e.g., automated billing), this will be listed as Automatic Payment.|
|Actions||A menu can be expanded for each transaction by clicking the arrow in this column. From this menu, you can select Transaction details or View invoice. For more information about your invoice, see Viewing your invoice for a payment made to WellnessLiving.|
Advanced filters in your payment history
|Payment Method||Use this filter to determine which transactions to include in the report based on the payment methods used.|
|Transaction Status||Use this filter to determine which transactions to include in the report based on the current status of the transaction.|
|Locations||Use this filter to determine which business location(s) to include in the report.|
|Credit card type||Use this filter to determine which transactions should be displayed based on the credit card type used to make the payment.|