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 transaction ID for the processed transaction.|
|Date||The date and time the transaction was processed.|
|Client||The name and email of the client who made the transaction. Details such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance are denoted by small icons.|
|Purchase||The name of the item purchased.|
|Payment Type||The type of payment method used to process the transaction, along with the last four digits of the card used.|
|Credit Card Type||The type of credit card used for the transaction, such as Mastercard or Visa.|
|Status||The current status of the transaction.|
The list of transaction status includes:
|Subtotal||The value of the transaction.|
|Taxes||One or more tax columns will be generated based on the taxes that you have set up for your business. Each column will list the amount of tax charged for the sale.|
|Total||The sum of the subtotal and applicable taxes.|
|User||The name of the staff member who processes the payment. Actions that weren’t performed directly by a staff member, such as automated billing, are listed as automatic payments. Hover over the name to view the IP address of the user.|
|Action||An expandable menu that allows you to view the transaction details or invoice.|
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.|