Seeing a Member's Full Payment History

"Has this family actually paid?" is one of the most common questions a treasurer asks, and it used to mean checking a few different places and holding the answer in your head. The Payments tab on a member's page now puts everything about that one member's money in a single list — every subscription payment, one-off payment and event payment, in date order, with a clear line marking today.

Where to find it#

Go to Members, click the member you want, and choose the Payments tab.

This is a leader and admin view. Parents see their own payments in their own area, and nothing here changes what they see.

Reading the timeline#

The list runs newest first, with a divider marking today:

• Above the divider — payments still to come. The furthest-out payment sits at the top, so the very next payment due is the row closest to the line.
• Below the divider — payments that have already been collected, refunded, or recorded by hand.

Nothing below the line can be a forecast. A payment scheduled to collect today always stays on the upcoming side, so you'll never mistake it for money you've already banked.

Every row names where it came from — which fee, or which event — so you can tell a monthly subscription apart from a camp payment at a glance. That matters as soon as a member has more than one thing on the go.

The summary above the list#

The figures at the top of the tab give you the shape of the member's account before you read any individual row:

Money held on account#

If a duplicate subscription was set up and later cancelled, any money already collected on it shows as held on account. It's real money your group has — it just isn't yet claimed against a particular month.

You can put it towards an unpaid month rather than refunding it. See Using Money Held on Account for how.

What you can do from here#

The same actions available in the payment history panel work on this tab:

• Cancel an upcoming payment that hasn't been sent to the bank yet.
• Refund a payment that has already been collected — and reverse a refund if you issue one by mistake.
• Mark as paid when a parent has handed you cash or sent a bank transfer. See Marking a Recurring Payment as Paid by Hand.
• Undo a payment you recorded by hand.

Good to know#

• Paused subscriptions are called out. If a subscription is paused, a banner explains it, so a gap in the upcoming list is never a mystery.
• Very long histories are flagged, not hidden. For a member with an unusually long history, the tab tells you when it's showing the most recent portion rather than quietly cutting the list short — so if you're hunting a payment you know exists, you'll know to keep looking.
• Two payments on the same day are both shown. If you see what looks like a duplicate, that's deliberate — it usually means the member ended up with two subscriptions for the same fee, and hiding one would hide the problem.

What's next#

• Collecting Subscriptions from Parents — setting up the recurring payments that fill this timeline.
• Using Money Held on Account — putting stranded money towards an unpaid month.
• Catching Up on Missed Subscription Payments — how missed payments are collected.