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    PT Transaction Report [Breakdown]

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    The PT Transaction Report details each billing transaction that has occurred toward a club within a designated date range. This allows Club Admins to examine how fully a club has acquired its expected funding. This report is restricted to Anytime Fitness clubs that use Club OS for PT billing. 

    This report is filterable by Date Range and Location. For steps on how to access, filter, and schedule the report, click here.

    The Report

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    Columns include:

    • Attempt Date: The date in which the transaction attempted to occur.

    • AF Location ID: The identification number for the Anytime Fitness location in which the transaction attempted to occur.

    • Member Name: The Member who purchased the agreement that contains the invoice that attempted to settle.

    • Salesperson Name: The employee who sold the Member the agreement that contains the invoice that attempted to settle.

    • Invoice #: The identification number of the invoice that attempted to settle.

    • Agreement Name: The Member’s agreement that contains the invoice that attempted to settle.

    • Subtotal: The cost of the invoice (prior to tax).

    • Tax: The cost of the invoice’s added tax.

    • Total Payment: The combined cost of the invoice’s subtotal and tax.

    • Transaction ID: The attempted transaction’s identification number.

      Note: This is provided by the club’s billiing provider.
    • Payment Profile Used: Displays the method in which the Member had agreed to pay their invoice.

      Note: Profiles include ‘Cash/Check’, ‘Credit Card’, ‘Checking/Savings’, ‘Comp’ and ‘Write Off’.

    • Response: The billing provider’s real-time classification as to the status of the attempted transaction.

      Note: This field will displays as either ‘Failed’, 'Success', ‘Success Pending Settlement’, or ‘No Response Yet’.

    • Response Message: Provides further data concerning the transaction’s response status.

    • Settlement Status: Club OS’ real-time classification as to the status of the attempted transaction.

      Note: This field will display as either ‘Waiting for Notification’ or ‘Settled’.

    • Settlement Response: Provides further data concerning the transaction’s settlement status.
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    Comments

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      What does Success Pending Settlement? I have transactions that have been pending settlement for over a year!