Follow the steps below to view specific financial details and reports for an active billing program.

Note: Access to this information is restricted to certain roles, specifically the club executive team and the financial administrator.

Step 1: Log into your club account - Click Here 

Step 2: Select 'My Account' from the left hand navigation > then select 'Club Account’ > then select your club.



Step 3: Click on 'Financials

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Step 4:  Select the active program you would like to view reports in.

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Step 5: Scroll to the bottom of the page and select 'Transaction Report'

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Step 6:  You will see all transactions of that program
Transactions:

Member Names: Click 'Member Names' to see a list of members filtered in alphabetical order.

Date: Click 'Date' to see a list of members filtered by Date latest to oldest.

Type: Click 'Type' to see a list of members filtered by payment type in alphabetical order.

Transaction ID: Click 'Transaction ID' to see a list of members filtered by Transaction ID in alphabetical order. 

Refund/Credits: Click 'Refund/Credits' to see a list of members filtered by Refund/Credits.

Amount: Click 'Amount' to see a list of members filtered by the largest amount paid to lowest.

Search: Click 'Search' to open the menu bar. Here you can search by Name, Date, Type, Transaction ID, or Amount. Select how you would like to search click search and it will populate. To rest your search simply click 'Reset'

Export: To export the selected report click 'Export' in the upper right corner.