The Transaction History page gives the Admin an overview of the billing history and expected payments of all members of the site.  

This tab will appear as soon as you create the first order (subscription), if you still don't have any order this tab will be hidden. 


This article covers all of the functionality found on this page. This page can be found by navigating to Finance >> Transaction History in the Admin area of a site.




The Transaction History page is divided in 5 Tabs: 

  1. Payments Received
  2. Upcoming Payments
  3. Past Due
  4. Refunded
  5. Stopped




Above these tabs, there is an area to search for all Transactions / Invoices of the site.  There are options to Search by Member Name or Member ID, Member Email, Membership Level (Product), Member Account Status, Invoice Status, Invoice Date Range, Invoice ID or by Promo Code:  




It is important for you to know that we added the ability to Add Notes in all type of invoices (Received, Upcoming, Past Due, Refunded, Stopped). 

Now you have the option to add a note if someone is past due and you tried to contact him. This is really important to track your billing efficiently. 




Also keep in mind that if the member purchased a Lead, the "View Details" button won't appear. It will only be displayed when it's a subscription. 




If you have the Vip Add-ons installed and a member paid per post, the payment information will appear in the payments received  section as "Purchased Limit For: Name of the Post Type". In the screenshot below the member paid for a Classified.  





1. Payments Received 


Every time that the website collects a payment from a member, it will appear in this section. Also above the name of the tab you will find the total amount of payments received.   


The Invoice ID and Status, Date Paid, Member's Name, Product (Membership Level) and Amount Paid are all visible here for all payments that have been collected.  There is also a button in the far-right column called "Actions" that gives the Admin several management options for the invoice. 



In the Payments Received tab (along with all other tabs on this page), hovering the mouse over the member's name will display information about the member along with several links to take actions on the member:



Account Details: Links to the member's Account Details page, which contains an overview of information about the specific member.

Quick Edit: Edit several attributes of the member without logging into their account.

Send Email:  Send an email to the member. Use an existing email template or send a custom email.

Change Password: Assign a new password for the member.  

View Live Profile: View the live profile of the member as seen by visitors to the website.

Login as Member: Login to the member's Dashboard as if they logged in to their account.

Payment History: See the complete billing history of this member.

Delete Account: Delete the member's account completely.



Important Settings in this tab: 


The Actions button (far-right column) contains several options related to the related invoice.


Refund Payment: Click on this button to refund the payment to the member and label the invoice as Refunded.

Mark as Unpaid: Mark this invoice as Unpaid. This is useful if the member disputes the charge with their bank or the payment is refunded directly through the payment gateway and not through the website. This enables an Admin to track this billing event in the Admin in those cases it could not be tracked automatically. Changing the status of an invoice in this way will move the invoice to the appropriate tab (Upcoming Payments or Past Due, depending on when the invoice was originally due).

Download Invoice: Download a copy of this invoice in PDF format. Members can also download PDF copies of invoices through their Member Dashboard in the Billing History section.

End Subscription: Use this button to stop (Cancel) the subscription related to this invoice, and do not collect any future payments related to this subscription. If there are unpaid invoices related to the Subscription, the system will cancel those invoices as well.
*Note: The End Subscription button will only appear when the invoice has an active subscription associated with it.

Delete This Invoice: Delete the invoice completely from the system.  This is permanent and cannot be undone.

Delete Subscription:  Delete the subscription completely from the system.  This will not delete any invoices related to the subscription, but will delete the subscription itself from the system and will not collect any new invoices related to the subscription.  This is permanent and cannot be undone.  It is better to choose End Subscription in most cases, unless there is a specific need to delete the subscription from the system entirely.






2. Upcoming Payments: 


Here will appear all payments scheduled to process within the next 14 days. This way you can track who needs to pay soon or you can contact the member if necessary. Also above the name of the tab you will find the total amount of upcoming payments.   


In this specific section the "Due Date" column will show the dates in ASC instead of DESC order.


You will be able to see the Invoice ID and Status, Date Paid, Member's Name, Product (Membership Level) and Amount Paid. At the right side you will see an option call "Actions"


Important Settings in this tab:


Mark as Paid: This NEW option allow you to mark this specific member as Paid. This is used for members who pay directly by bank deposit or with other payment method that is not the default payment gateway. This way you can have a record in the site. It allows you to change the status of the payment from Unpaid to Paid, if you use this button the system will move this payment to the Payments Received tab.

Download Invoice: You can download the invoice of this specific payment. Keep in mind that in the member's dashboard, he can download invoices as well. 

Stop This Payment: As this payment is going to be taken in the next 14 days, you can stop it. If you use this option the subscription (order) is not going to be cancelled, it will only cancel this specific payment. 

End Subscription: Use this button to stop (Cancel) the subscription related to that specific payment. If there are unpaid invoices the system will cancel them as well. 

*Remember that the system will create the unpaid invoice 13 days before the next past due. Also the End Subscription button will only appear when the invoice has an active subscription associated with it.

Delete This Invoice: It will delete the invoice from the admin and member's account. 

Delete Subscription:  This one delete the subscription from the admin and member's account. 





3. Past Due: 


In this tab you will find all payments that couldn't be taken by the system. They will appear until the next day they are past due. 

For example: If the due date is the 29th and the system couldn't take the payment that day, it will appear in this section until the 30th. 

Also you can attempt to collect past due payments manually or add a new credit card on file. Above the name of the tab you will find the total amount of past due payments.   


You will be able to see the Invoice ID and Status, Date Paid, Member's Name, Product (Membership Level) and Amount Paid. At the right side you will see an option call "Actions"


Important Settings in this tab:


Collect Payment: This is the option you use if you want to attempt the card manually. If you click on it and see a credit card pop-up means that there is an issue with that specific card and the member or you need to update it. If the payment is taken successfully means that there is no issues with that card, but the money couldn't be taken because the bank declined the transaction in the first attempt, insufficient funds, etc.  

NOTE: If you are using Stripe, please use the SSL certificate of the admin (use this link)  or the credit card pop-up will not allow you to add the new credit card information, the fields are going to be hidden. If you are using any other payment gateway you can use both versions of the admin, it won't make any difference. ONLY use the secure version for Billing related changes, the Development Team is still working on some updates, so probably other sections are not going to work as expected with this version. 

Also keep in mind that you can login as the member and update the credit card information from there as well. 

Mark as Paid: This NEW option allow you to mark this specific member as Paid. This is used for members who pay directly by bank deposit or with other payment method that is not the default payment gateway. This way you can have a record in the site. It allows you to change the status of the payment from Unpaid to Paid, if you use this button the system will move this payment to the Payments Received tab. 

Download Invoice: You can download the invoice of this specific payment. Keep in mind that in the member's dashboard, he can download invoices as well. 

Stop This Payment: As this payment is going to be taken in the next 14 days, you can stop it. If you use this option the subscription (order) is not going to be cancelled, it will only cancel this specific payment. 

End Subscription: Use this button to stop (Cancel) the subscription related to that specific payment. If there are unpaid invoices the system will cancel them as well. 

*Remember that the system will create the unpaid invoice 13 days before the next past due. Also the End Subscription button will only appear when the invoice has an active subscription associated with it.

Delete This Invoice: It will delete the invoice from the admin and member's account. 

Delete Subscription:  This one delete the subscription from the admin and member's account. 





4. Refunded: 


In this section you will the successful payments that were refunded. Also above the name of the tab you will find the total amount of payments refunded.   


You will be able to see the Invoice ID and Status, Date Paid, Member's Name, Product (Membership Level) and Amount Paid. At the right side you will see an option call "Actions"


Important Settings in this tab:


Mark as Paid: This NEW option allow you to mark this specific member as Paid. This is used for members who pay directly by bank deposit or with other payment method that is not the default payment gateway. This way you can have a record in the site. It allows you to change the status of the payment from Unpaid to Paid, if you use this button the system will move this payment to the Payments Received tab.

Download Invoice: You can download the invoice of this specific payment. Keep in mind that in the member's dashboard, he can download invoices as well. 

Stop This Payment: As this payment is going to be taken in the next 14 days, you can stop it. If you use this option the subscription (order) is not going to be cancelled, it will only cancel this specific payment. 

End Subscription: Use this button to stop (Cancel) the subscription related to that specific payment. If there are unpaid invoices the system will cancel them as well. 

*Remember that the system will create the unpaid invoice 13 days before the next past due. Also the End Subscription button will only appear when the invoice has an active subscription associated with it.

Delete This Invoice: It will delete the invoice from the admin and member's account. 

Delete Subscription:  This one delete the subscription from the admin and member's account. 





5. Stopped: 


Here you will find those payments that were scheduled to process but then stopped and cancelled. Also above the name of the tab you will find the total amount of stopped payments.   



You will be able to see the Invoice ID and Status, Date Paid, Member's Name, Product (Membership Level) and Amount Paid. At the right side you will see an option call "Actions"


Important Settings in this tab:


Mark as Paid: This NEW option allow you to mark this specific member as Paid. This is used for members who pay directly by bank deposit or with other payment method that is not the default payment gateway. This way you can have a record in the site. It allows you to change the status of the payment from Unpaid to Paid, if you use this button the system will move this payment to the Payments Received tab.

Download Invoice: You can download the invoice of this specific payment. Keep in mind that in the member's dashboard, he can download invoices as well. 

End Subscription: Use this button to stop (Cancel) the subscription related to that specific payment. If there are unpaid invoices the system will cancel them as well. 

*Remember that the system will create the unpaid invoice 13 days before the next past due. Also the End Subscription button will only appear when the invoice has an active subscription associated with it.

Delete This Invoice: It will delete the invoice from the admin and member's account. 

Delete Subscription:  This one delete the subscription from the admin and member's account.