Managing memberships and payments can be time-consuming if the information is scattered. Fortunately, your CRM offers a seamless way to consolidate all transactions from the Memberships section into the Payments section, giving you a single, unified view of all activities. This makes it easier to track both one-time and recurring payments in one place.
Transactions #
All membership-related transactions can be viewed under the Transactions tab within the Payments section. With the Membership filter, you can easily track and sort membership-related payments for better organization, whether it’s a one-time payment or a recurring membership fee. Remember to click Apply to activate the filter.
Subscriptions #
Any subscriptions created in the Memberships section automatically appear under the Subscriptions tab within the Payments section. This lets you monitor ongoing memberships and recurring payments without switching between sections. Remember to click Apply to activate any filters here as well.
Products #
Every offer or pricing plan created within the Memberships section corresponds to a Product/Price listing under Payments. This provides a comprehensive view of all membership offers and their associated pricing details.
With all transactions, subscriptions, and products consolidated under the Payments section, managing memberships has never been easier. This simplifies the process, allowing you to track and filter payments efficiently for a better experience for both you and your members.
Frequently Asked Questions #
Where can I see membership transactions? #
They appear under the Transactions tab within the Payments section, where you can apply the Membership filter to isolate them.
Do I need to do anything for membership payments to show in Payments? #
No. Membership transactions, subscriptions, and product/price listings consolidate into the Payments section automatically.
How do I filter for only membership payments? #
Use the Membership filter on the Transactions tab and click Apply to activate it.
Where do membership subscriptions appear? #
Subscriptions created in the Memberships section automatically show under the Subscriptions tab in Payments.
How are membership offers reflected in Payments? #
Each offer or pricing plan from Memberships corresponds to a Product/Price listing under Payments, giving a full view of pricing details.
Can I track both one-time and recurring membership payments? #
Yes. The Transactions tab captures both one-time payments and recurring membership fees in a single view.
