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View a Summary of a One-Time Charge

Open a One-Time Charge’s summary to review its payment history and totals, and to reach related actions like messaging members or downloading data.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen, then click One-Time Charges.
  2. Find the charge in the ONE-TIME CHARGES list and click its View Summary (magnifying glass) icon in the ACTIONS column.

What the Summary Window Shows

  • A dropdown at the top left showing the current charge’s name — use it to switch directly to another charge’s summary without going back to the list.
  • Created Date, Unit Charge, Amount Collected, and Total Purchased totals.
  • Date Range fields to limit the receipt list to a specific period.
  • A search bar for filtering the receipt list by name, receipt number, or payment type — see Filter the Receipt List on a One-Time Charge Summary.
  • The One-Time Charge Actions button, offering Message Filtered Members, Download Payment Data, and + Add Manual Payment Entry.
  • A receipt list table (Member, payment date, name, charge name, receipt number, amount paid, and payment type) with a three-dot ACTIONS menu per row: Delete Payment Record, Resend Receipt, Invoice Notes, and Download.

Click back to One-Time Charges at the top left of the window to return to the main list.