How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

PT Transactions Report

Follow

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

Sample PT Transactions Report

Sample 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
  • Tax: Tax charged on the invoice
  • Total Payment: Subtotal plus tax
  • Transaction ID: Assigned by the club’s billing provider
  • Payment Profile Used: Payment method assigned to this invoice (for example, 'Cash/Check', 'Credit Card', 'Checking/Savings', 'Comp' and 'Write Off')
  • 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
Was this article helpful?
3 out of 4 found this helpful

Comments