Project Laura

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A Member Experience System. Re-imagine what club & member management software looks like.

Filtering by Tag: transactions

View My Statement

One of the filters for the transactions page is the ‘View Statement’ filter.  This filter’s the list of transactions for your profile down to the previous month’s transactions.  From here you can print this page as your statement, or select transactions that you’d like to pay immediately, versus transactions you like to pay via your automatic billing.

Create Transactions

From the Transactions page, tap or click on the add transaction button.  Search for a profile and select it from the list, then select the correct date (or leave the current one if appropriate) and the location of the transaction.

Now you can add the items to your transaction.  Input the quantity of the item, select the item group from the list, and enter a description and price. You can add more line items to the transaction by clicking or tapping on ‘Add Another Item’ and you can remove items by tapping the delete button on the right hand side of the item you want to delete.

Lastly you can add a note to the transaction at the end.  Notes on transactions are visible to anyone who can see the transaction.  So if you (a member profile) have the transaction associated to your profile, that means that staff profiles can see the transaction, but other member profiles cannot.
 

Viewing & Searching Transactions

Transactions are charges against the profile’s account.  From the menu drawer on the left of the window, tapping or clicking on ‘Transactions’ will bring you to a list of all of the transactions in the system.

From here you can filter the transactions by location, payment status, and date range.  Further to that you can also search for a particular profile, a particular amount, or any other details particular to a profile.

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To see the particular details of a transaction tap or click on the ‘View Details’ button on the right hand side of the list.  This will open a new tab showing just that transaction and it’s line items, taxes, and how it was paid.
 

transaction small.gif