The Membership Payments report tracks collections — every membership installment (recurring charge) that has been billed, together with its collection status: what was due, what was actually collected, and what is still outstanding.
It answers: how much membership revenue you collected in a period, which installments failed or are still open, when the next collection attempt is scheduled, and how each membership is being paid. Each row is a single installment, so a membership that bills monthly appears once per billing cycle.
For example, if Emma Thompson's "Glow Membership" bills monthly, June's charge appears as its own row. If it was collected on 14 June, it shows in a "Last 30 days" view with a Paid pill — while a failed charge shows a Failed pill, the amount still due, and the date of the next collection attempt.
How to find it
Step 1: Navigate to the Analytics Feature
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Access the reports banner
On the "Try our new suite of reports" banner, click Try it now.
Once you're in the new reports view, go to the Memberships section, scroll to the "Revenue & payments" group, and click on Memberships — Payments (marked with a "New" badge) to open the report. The opened page is titled Membership Payments.
Toolbar controls
| Button | What it does |
|---|---|
| Columns | Opens the column manager — show or hide any of the 18 table columns. Your choice is remembered in your browser for this report. |
| Export | Downloads the on-screen table as a CSV file (e.g. membership-payments-2026-08-04.csv). |
| Opens your browser's print dialog, formatted for landscape paper. | |
| Help | Opens the in-app help panel — an overview, how-to steps, and a definition of every column. |
| Refresh | Re-runs the report with your current filters, showing "Refreshing…" while loading. |
Filters
- Collected – The date range the report analyses, matched against each installment's collection date. Defaults to the last 30 days, with presets for Today, Last 7 days, Last 30 days, This month, Last month, and Year to date, or pick a custom range.
- Locations – Optional, searchable. Defaults to All locations. Only the locations you're permitted to access are listed.
- Collection status – Optional, single-select. Defaults to All collection statuses. Choose from Paid, Open, Draft, Uncollectible, Void, Succeeded, Failed, or Pending.
NOTE: The Collected filter matches each installment's Collection date. For installments that haven't been collected yet — such as open or failed charges — this date reflects when the installment was billed, so widen the date range when chasing older failed charges to make sure they don't drop out of view.
Understanding the report
The table
| Column | What it shows |
|---|---|
| Sale center | The location the membership was sold at. |
| Invoice no | The invoice for this installment. Click it to open the invoice. |
| Membership code | The membership's internal code (e.g. #10241). |
| Membership name | The membership plan name (e.g. Glow Membership). |
| Client name | The client billed. Click the name to open their client card. |
| Sale date | When the membership was originally sold. |
| Due date | When this installment was due. |
| Collection date | When this installment was collected. |
| Sales (exc. tax) | The installment value excluding tax. |
| Sales (inc. tax) | The installment value including tax. |
| Amount collected | The amount actually collected. |
| Due | The amount still outstanding for this installment. |
| Next attempt | The next scheduled collection attempt for a failed installment. |
| Cycle | Which recurrence cycle this installment is — for example, 3 means the third billing cycle of the membership. |
| Recurrence | The recurrence status of the membership. |
| Collection | A colour-coded pill with the collection status of this installment (Paid, Open, Draft, Uncollectible, Void, Succeeded, Failed, or Pending). |
| Default payment | The default payment method on the membership. |
| Payment type | The payment type used for this installment. |
Totals and paging
The footer shows a Collected total — the sum of the Amount collected column across every installment matching your filters, not just the rows on screen. The report also shows a results count (e.g. "128 installments"). The table shows 50 rows per page — use the Previous and Next arrows in the footer ("Page 1 of 3") to move between pages.
Chasing failed collections
To review failed charges, set the Collection status filter to Failed. Each row then shows the amount still outstanding in the Due column and the date of the next automatic retry in Next attempt — and you can click the Invoice no to open the invoice itself.
NOTE: This report lives in the Memberships category of the new reports view, which is visible to users holding the "Can access sales company reports" permission (alongside "Can access reports page"). There is no separate per-report permission.
Related guides
- New Memberships Report — every membership sold within a date range.
- Memberships - Members Report — the roster of every member and add-on member.
- Memberships - Status Report — a live view of memberships by lifecycle status.
With this understanding, you can confidently use the Membership Payments report to track recurring membership revenue, spot failed or outstanding installments, and stay on top of upcoming collection attempts.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.