Member Profile

This tab is where you can save the details that will be used on invoices sent to the member.

When a member is allocated to any class using the Planner, the details will be shown in this section.

If a member has any subscriptions (recurring invoices), the details will be shown in this tab. If you double click on a subscription, it will take you to the details.

If a member has a history of invoices, refunds or payments, they will appear in this tab. If you click on the expand icon on the left hand side of a record, you will see the line items for that transaction. If you double click on either the main record, or any of the line items, you will be redirected to the invoice details.

In this tab, you can post comments about anything related to the member. You can search messages, or delete them using the delete icon.