Detailed Member Statements & Billing

Unveiling Peoplevine's Member Statements & Billing feature: a comprehensive tool ensuring utmost transparency, simplicity, and efficiency in every financial transaction for both members and operators.


Peoplevine's Detail Member Statements & Billing feature is a comprehensive update to bring transparency, efficiency, and detail to all your transactional needs. From understanding charges to processing refunds, this feature makes every financial interaction smooth and comprehensible.

Key Features:

  1. Detailed Statement Section: All statements remain within the club's designated statement section. Dive deep into each order detail with just a click.
  2. Understanding Charges Made Simple: Introduced with easy ways to grasp charges, process refunds, and see the total charges for any given period.
  3. Insightful Transaction Overview: Gone are the days of mere transactional records. Now, view every order a customer has made during a particular period. Understand its status—be it refunded, paid, open, or if an invoice still needs payment.
  4. Partial Refunds Visibility: Gain the ability to see partial refunds on the statement, ensuring utmost transparency.
  5. Accessible to All: Both operators and members can access this detailed statement view, promoting clarity and trust.
  6. Enhanced PDF Statements: Benefit from a more detailed PDF statement that lists all items within a specific transaction—perfect for business clients needing to submit invoices.
  7. House Account Features: For properties offering House Accounts, members can effortlessly view these accounts and settle their invoices directly in the app.

Benefits:

  • Transparency: Every charge, refund, and transaction status is visible and easy to comprehend.
  • Efficiency: With enhanced features, processing refunds, understanding charges, and managing transactions become more streamlined.
  • Convenience: The feature's comprehensive nature ensures that both operators and members have all the information they need at their fingertips.


Additional Help Tutorials

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Posted January 12, 2024

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