When one of your clients makes a purchase, receives a refund, or otherwise processes a 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 through the client profile under Account.
In this article:
To view client 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:
|ID||A unique identifying number for the transaction within the WellnessLiving system.|
|DATE||The date and time that 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 in this column.|
|STATE||The current status of the transaction. Possible states include:|
|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.|
|USER||The member of staff who processed the transaction.|
|ACTION||Click the button in this column to open a menu for the transaction. From there, you can select the following:|