Understanding client transactions

When one of your clients makes a purchase, receives a refund, or processes any other transaction with your business through WellnessLiving, the transaction is automatically recorded on that client’s Transactions page. Detailed information about each transaction is included on the Transactions page. This page is found under the Account section of the client profile.

NoteTransactions with a value of $0.00 will not appear on a client’s Transactions page. You can view these transactions from the Purchases or Client Activity page in the client’s profile.

To view a client’s transactions:

On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
In the list of clients displayed, click the client’s name.
On the side menu, click Account.
On the Account menu, click Transactions.

Headings on the client transactions page:

Heading	Description
ID	A unique identifying number for the transaction within the WellnessLiving system.
Date	The date and time the transaction was processed.
Purchase	The item that was processed during the transaction. If the purchase is labeled (1 of 2) or similar, the transaction was completed in multiple parts. For example, if a payment is made to add a credit to a client’s account, the transaction will be divided into two parts: the actual payment and the credit being added to the account.
Payment Type	The payment method that was used to process the transaction.
Credit Card Type	If a credit card was used as the payment method, the type of credit card is listed.
State	The status of the transaction. Possible states are: Success – The transaction was successfully processed. Failed – The transaction failed to process. Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds. Refunded partially – A portion of the transaction was refunded. Refund – Transaction was fully refunded. Account Credited – The transaction added a positive amount to the client’s account balance. For more information, see Clearing or adjusting a client’s account balance. Account Debited – The transaction was paid for using the client’s account balance.
Debit	The amount that was charged to the client’s account during the transaction. A negative number indicates that a refund was processed.
Credit	The amount that was credited to the client’s account during the transaction.
Surcharge	The value of the surcharge charged on the transaction.
User	The staff member who processed the transaction.
Action	Click the More button in this column to open the menu. From the menu: Select Transaction details to view a detailed review of the transaction. Select Refund to refund the transaction. Select View invoice to view the confirmation invoice or print a receipt for the transaction. Select Void Transaction, and then click VOID at the bottom of the screen to void the transaction. For more information see, Voiding a transaction.

In this article:

To view a client’s transactions:

Headings on the client transactions page:

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