The billing history/audit tab allows you to view the history of changes or updates to a team's billing in your space. This allows you to track down when you may have made certain changes to their membership and better understand the history of their billing relationship with you. For example: "when did we add this discount?" or "Which plans were they previously on"?
To view a team's history, click on the team and go to the "history" tab.
When you and your staff update a team's billing information, you will have an accurate record that will provide you with the following:
Who made the update
When the update was made
What update was made
Types of changes logged:
Adding/removing a new plan on a team
Changing an Invoice Status (Created, Sent, Paid, Marked as Paid, Refunded, Split etc)
Adding/Removing a credit note on an invoice
Adding an account balance to a team's profile
Pausing/resuming a membership
Adding/Removing a Discount to an active plan
Cancelling a team's membership
Scheduling a future cancel date on a membership
Adding/removing a payment source
Setting default payment sources
Setting a team's billing to 'autopay' or 'send email'
Happy Coworking!