Understanding client transactions

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.

NoteTransactions with a value of $0.00 will not appear on a client’s transactions page. You can view all their transactions, including those with a value of $0.00, from their client activity. Drop-in rates and Purchase Options with a value of $0.00 can also be viewed on the Purchases page and the Passes & Memberships page.

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:

Heading name	Description
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: Success – The transaction was successfully processed. Failed – The transaction failed to process. Voided – The transaction was cancelled successfully before the batch closed. See transaction batches for information on batch times. 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 balance. Account Debited – The transaction was paid for with 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.
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: Transaction details – Click to view a detailed review of the transaction. Refund – Click to refund the transaction. View invoice – Click to view the confirmation invoice or print a receipt for the transaction.

In this article:

To view client transactions:

Headings on the client transactions page:

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