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Review Member Invoices

Use invoices when a member asks what they paid, why a credit exists, or what will bill next.

1. Open the Member's Membership Tab​

Open the member account and select Membership.

The membership card includes a View Invoices link.

Membership panel showing View Invoices actions on active PT and class memberships

2. Click View Invoices​

Click View Invoices on the membership you want to inspect.

Invoice history page showing paid and pending membership invoice cycles with sessions, billing dates, and amounts

3. Expand Activity Notes​

Rows with activity notes can be expanded from the invoice history. This gives staff a quick answer without opening the full invoice detail page.

Invoice history row expanded to show the marked-paid activity note for a fixed-weekly membership invoice

In this example, Ava's 3x Weekly PT Coaching membership bills monthly on the 1st, grants weekly PT credits, and keeps the cash-payment confirmation attached to the paid invoice.

4. Read the Invoice Rows​

Each row shows:

  • Cycle number
  • Status
  • Billing date
  • Sessions or credits
  • Amount
  • View action

Use Paid invoices for completed billing and Pending invoices for future or not-yet-collected billing.

5. Use Billing History for the Account-Level View​

The member account can also show billing history across memberships.

Billing history table showing a recently completed fixed-weekly membership invoice and upcoming monthly billing rows

This is useful when the member has multiple memberships or class passes.

6. Open the Invoice Detail When Needed​

Click View Invoice when you need the full detail: line items, payment method, sessions, credit source, refunds, or status actions.

Invoice detail page showing a paid invoice with activity notes expanded

7. Check Linked Sessions​

For PT and class invoices, the detail page shows the sessions that used credits from that invoice.

Invoice detail page showing linked personal training sessions attached to the paid invoice

This is the view to use when a member asks which appointments used the credits from a specific payment.

For the finance dashboard version of this workflow, see Invoice Management.

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