Tutorial

Member Transaction History and Receipts

Members can now review their subscription as well as shopping cart transactions for themselves.

Click on each of the tabs below for more information.

Members wanting to access their transaction history - perhaps for accounting purposes - can do so at anytime

The Transaction History Page can be found here:

https://www.yoursite.com/members/76.cfm

 

Transaction History

 

Member Transaction History and Receipts

View the Receipt

Clicking on 'View' takes members to the specific receipt details for that transaction

Member Transaction History and Receipts

 

 

The Receipt

Member Transaction History and Receipts

Print the Receipt 

Members can print their receipts by either using the 'Printer Friendly' link or by right clicking the page and selecting 'Print' from the pop-up box

Our recommendation is to change the Printer Destination to - PDF

Admin Access

If your member requires assistance and asks you to provide the Transaction History, you can use the "login as User" feature

As an admin, the transaction history page is available for you to allow you to provide the transaction history to your subscribers

With an access level of Site Manager or higher you can easily login as the member

Visiting the transaction history while logged in as the member will provide you with accurate receipt and history information, which can be saved as a PDF and emailed to the member.

To Login as a Specific Member:

1. From the Control Panel under 'Members' choose 'Edit Member Details'

 

Edit Member Details

 

2. Under the 'Account Details' section and next to the 'Username Desired' field, click on the 'Login as User' link.

Edit Member Details

 

3. An email will be delivered to the email address associated with your admin account. Click the link in the email message to visit your site under your member's account.

4. You can then follow the steps listed in this guide to Print the Transactions required, as PDFs - ready for emailing to your member