Every payment a member has made or owes across the club, whether for a membership, event, shop order, or form, lives on their Payments tab.
Viewing and filtering payment history
Open a member's profile and tap the Payments tab. At the top you'll see their total paid to date and outstanding balance (these are always the member's overall totals, not affected by any filters). Below that is the full payment history, newest first, grouped by date, with a search bar for finding a transaction by reference or description.
Quick filters: All, Paid, Unpaid, Failed, Refunded. Only one is active at a time.
Main filters: tap the filter icon to open a bottom sheet with Date (Today, This Week, This Month, This Season, This Year, or a custom range), Source (Shop, Membership, Event, Form, Facility, Custom), and Method (PLAI, Cash/Cheque, Direct Debit or Standing Order, Point of Sale, Other). Confirm each section, then tap Apply Filters.
Quick filters and main filters combine, so Quick Filter = Unpaid plus Source = Membership shows only unpaid membership payments. If nothing matches, you'll see "No payments match your filters."
Taking action on a payment
Tap any payment card to open its detail screen. What you can do depends on its status:
Paid: you'll see Refund Payment. Confirm on the warning modal ("This action cannot be undone") to process it. The member is notified.
Unpaid: you'll see three options: Nudge to Pay (sends a reminder, with confirmation feedback like "Reminder sent"), Record Payment (opens a form for amount, method, and date, then marks it Paid), and Waive Payment (confirm on a warning modal to cancel the amount owed without any money changing hands).
Important: A payment recorded manually was received outside PLAI, you're confirming it was collected. Only PLAI-processed payments can be refunded through this screen; manually recorded payments can only be waived or adjusted.
Every action here is logged against your admin identity for audit purposes.
FAQ
Why can't I refund a particular payment?
If it was recorded manually rather than processed through PLAI, refund isn't available, you'll see: "This payment was recorded manually and cannot be refunded through PLAI. Please handle this externally."
What if two admins waive the same payment at the same time?
The first action succeeds. The second admin sees: "This payment has already been actioned."