Membership Reports - Membership Billing History

This report is available in the Preferred edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

This report shows the billing history per client.

Options Include:

  • Date Range Selection
  • All or Single Client
  • All or Single Membership Program
  • Transaction Type Selection

This report displays the following information:

  • Client Name
  • Transaction Date
  • Membership Program
  • Payment Amount
  • Approval Code
  • Payment Type
  • Transaction Type
  • Note

Transaction Types: 

  • Initial Billing
  • Renewal Approvals
  • Renewal Declines 
  • Renewal Pendings 
  • Manual Edits 
  • Freezes
  • Deactivations 
  • Cancellations 
  • Reactivations 
  • Errors

Report Example:


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