Review a Member's Charges
Use the Charges page on a member’s profile to review payment attempts across their invoices. A charge is one attempt to collect payment. An invoice can have more than one charge.
Use this page when you need a member-wide view, such as checking whether a payment failed on one invoice or whether a refund was already requested. Use the invoice itself when you need the full list of items and the remaining amount due.
Find a charge
Section titled “Find a charge”- Open the member’s profile.
- Select Charges.
- Filter by Status or Payment Method to narrow the list.
- Select a charge to see its invoice, payment method, amount, fees, status, and any error details.
Charge statuses include Open, Cancelled, Processing, Success, Failure, Dispute Open, Dispute Won, Dispute Lost, and Dispute Warning. Open the related invoice to see its items, remaining balance, receipts, and other charges.
| Status | What to check |
|---|---|
| Open | The charge has not completed. Check whether it is a payment link or another pending action. |
| Processing | The payment provider is still working. Wait for the result before starting another attempt. |
| Success | Payment was recorded successfully. Open the invoice to see whether a balance remains. |
| Failure | The attempt did not collect payment. Review the error details before choosing another method. |
| Dispute outcome | Review the charge and related invoice history before responding or making another billing change. |
Use Status and Payment Method to narrow the list. Payment methods include card, bank, cash, terminal, checkout, and manual entries. Select a row for the charge details, then follow its invoice link to review the original bill.
Create a one-time charge
Section titled “Create a one-time charge”To collect an amount that is not already on an invoice, create a new invoice for the member. Add a line item, then use Charge to take or record payment. This keeps the amount owed and payment history together.
This is also the best way to record a one-off amount that is not a catalogue product. A custom invoice line documents what the amount was for; the charge then documents whether and how it was paid.
Refund a charge
Section titled “Refund a charge”Open a successful charge and select Refund when it has a refundable balance. You can issue a full or partial refund. Partial refunds require a reason. Check the refund status from the charge details.
Before retrying a payment, check for Processing and Open charges. A delayed result can otherwise lead to a duplicate attempt. If the charge is tied to a returned shop item, use the invoice’s return workflow so the item, refund, and stock decision stay connected.
For school-wide invoice and charge history, open Invoices. For recurring payments, see Subscriptions.