View a membership's history
See every invoice, charge and change behind a membership, in date order, from the patient card.
Table of Contents
Open the patient's Financials tab and find the membership. Open History on its card to see what has happened since it was sold.
What you can check
Each charge and its invoice number. Click one to open it.
Failed payments and retries.
Pauses, resumes, card changes and cancellation, with who did them.
The perks used so far.
Use this when a patient asks about a charge, or to see why a payment failed before you try again.