View Transactions, Download Receipts, Refund Payments

How to View Transactions, Download Receipts, and Refund Payments in a Member Profile #

1. Find the Transaction Area in the Member Profile 0:00

• Open the Member Profile.
• Scroll down until you find the Transaction area on the right-hand side.
• This section shows a breakdown of the member’s recent transactions.

2. Open a Transaction to View Details or Download a Receipt 0:19

• In the Transaction area, click the download button next to the transaction you want to review.
• This opens a new page with the transaction details.
• From this page, you can:
  • Download the invoice
  • Download the receipt
• Use these options if the member needs a copy sent to them.

3. Refund a Payment 0:46

• To refund a customer, click the red Refund Payment button.
• Select Issue Refund to confirm the action.
• Once processed, you’ll see a confirmation that the refund has been completed.