Provide a Monthly Expense Report to a Customer

• Customers may want a receipt for their transactions at the Club

• If a Customer wants to recap their recent transactions, an Admin is able to to provide a Monthly Expense Report

• To provide this to a Customer, an Admin will:

  • Navigate to the Customer’s Account

  • Click on the Purchases tab of the side panel

  • Scroll to the bottom

  • Select the desired Month and Year under the Monthly Expense Report section

  • Click on the white Generate button to download the report

• Now the Admin can send or give this downloaded report to the Customer

  • Note: this action is performed outside of the Dashboard

• If a Customer wants a receipt for a specific transaction, an Admin is able to provide a receipt via screen capture

• To accomplish this, an Admin will:

  • Navigate to the Customer’s Account

  • Click on the Purchase tab of the side panel

  • Click on the specific transaction requiring a receipt

  • Screen capture the entire side panel

• The receipt will look like so:

If a Customer wants a Receipt for a single transaction, follow the instructions in this article: Generate a Customer Receipt