In this guide, we'll walk you through the steps to view the event logs for a membership.
Step 1: Open Client Card
Start by logging into your Pabau account and navigating to the client card of the client whose membership event logs you wish to view.
Step 2: Go to Memberships Tab
In the client card, click on the Memberships tab to view the list of memberships associated with the client.
Step 3: Select Event Log
Click on the three-dot icon next to the membership and select "Event Log" from the available options. This will open a side menu displaying detailed information about the membership.
Step 4: View Customer Details
The Customer section will show the name and email of the client whose membership is being viewed.
Step 5: View Invoices
The Invoices section displays all invoices processed for this membership, organized chronologically (most recent first). This section includes the following columns:
- Invoice Number: Clickable; clicking opens the Edit Invoice modal.
- Amount: The price paid for the membership.
- Status: The status of the invoice.
- Due: Shows the unpaid amount, if the invoice is outstanding.
- Created On: The date and time the invoice was created.
For each invoice, you'll have the following options when clicking the three-dot menu:
- Download as PDF: Download a PDF version of the invoice.
- View Invoice: Opens the Edit Invoice modal for the selected invoice.
Step 6: View Events
The Events section lists all events related to this membership, including actions like draft invoices created and payment attempts (both successful and unsuccessful).
The events are organized by Event and Created On in chronological order, with the most recent event listed first.
By following these steps, you can easily view event logs for a client's membership and access relevant information about invoices and events.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.