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

Sample PT Transactions 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
• Discount: The amount of the discount on the invoice, if applicable (Coming April 2021)
• Tax: Tax charged on the invoice
• Total Payment: Subtotal, minus discount, plus tax
• Transaction ID: Assigned by the club’s billing provider
• Payment Profile Used: Payment method the Member agreed to use
• 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