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PT Transactions Report


This report details transaction attempts and their outcomes over a selected date range, and can be filtered by location.

Sample PT Transactions Report


PT Transactions Report Fields

  • Attempt Date: The date of the transaction attempt
  • AF Location ID 
  • Member Name: The member associated with the transaction
  • Salesperson Name: The employee listed as the Salesperson on the invoice associated with the transaction
  • Invoice #
  • Agreement Name: The name of the agreement associated with the transaction
  • Subtotal: The pre-tax amount on the invoice
  • Discount: The amount of the discount on the invoice, if applicable (Coming April 2021)
  • Tax: Tax charged on the invoice
  • Total Payment: Subtotal, minus discount, plus tax
  • Transaction ID: Assigned by the club’s billing provider
  • Payment Profile Used: Payment method the Member agreed to use
  • Response: The status of the transaction attempt supplied by the club's billing provider. It will display as 'Failed', 'Success', 'Success Pending Settlement', or 'No Response Yet'.
  • Response Message: Additional notes from the billing provider
  • Settlement Status: Club OS’ determination of the status of the transaction attempt. This will display as a blank, 'Waiting for Notification', or 'Settled'.
  • Settlement Response: Provides further information (if applicable) on the status of the transaction attempt
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