Contacts

Viewing Payments, Invoices, and Subscriptions

Open a contact's record and select the Payments icon in the right panel to see the financial overview for that person. From one location, you can view payment history, active subscriptions, and invoices, which makes it easy to answer billing questions or verify a member's payment status.

Viewing Payment History

The Payment History section displays payments the contact has made through JourneyCARE. You can quickly review:

  • Completed payments

  • Payment dates

  • Payment amounts

This information is helpful when confirming that a payment has been received or reviewing a member's transaction history.

Viewing Active Subscriptions

If a contact is enrolled in a recurring payment or auto-renewing membership, you'll see their active subscriptions in this section. From here, you can verify whether a subscription is active and which subscription is associated with the contact.

Selecting the subscription lets you view additional details in the Subscriptions area of JourneyCARE.

Viewing Outstanding Invoices

Any invoices associated with the contact are also available from the Payments section. You can quickly identify outstanding invoices, paid invoices, and invoice history.

If you need additional information, select the Open icon next to an invoice to jump directly to the full invoice record.

The Payments panel provides a convenient summary, but you can also open the full financial records for additional details. Use the Open icon next to a payment, subscription, or invoice to navigate directly to that item within JourneyCARE.

Tips

  • The Payments section is often the quickest place to answer member billing questions.

  • Review subscriptions when troubleshooting automatic membership renewals or recurring payments.

  • Check outstanding invoices before resending payment reminders or assisting members with billing inquiries.

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