Updated Monthly Statement to Print for Your Members

You can now generate quick monthly statements breaking down recent charges along with past due.


When viewing a CRM profile, you will notice the statements section.  If you click on a statement, you will be taken to view the details of that statement.

At quick glance, you can identify the member along with their contact information for mailing, e-mailing or texting them a link to the statement.

Below, you'll see a breakdown of all charges for that time period along with past due transactions notified with a [DUE] flag.

If a member has other past due invoices, they will also be visible towards the bottom. 

You can also export both the current statement and past due invoices into a CSV file by clicking on Export to CSV.

When clicking Print Statement, you can also set your printer to "Save as PDF" to generate a PDF statement for your member.

Lastly, at the bottom, you can adjust the statement to display a specific time period or a default monthly statement.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

1 Hour Outage Due to Azure Downtime

We encountered an outage for an hour when Azure became unavailable. We contacted their support on Twitter to get them looking into it. Details inside.

Posted April 2, 2021

Add Your Member to Sevenrooms as a Walk-In if They Don't have a Reservation

Looking to ensure your hostess knows when a member entered the building? Enable this feature with Sevenrooms to add a member as a walk-in in Sevenrooms when scanned in.

Posted April 2, 2021

Peoplevine For Your Accounting Team - Learn the Tools, Predict Your Revenue and Follow Your Cash

This article highlights the latest components available to your accounting team to understand how they can find transactions, research transactions, review accounts receivables and more.

Posted March 19, 2021

Updated Monthly Statement to Print for Your Members

You can now generate quick monthly statements breaking down recent charges along with past due.

Posted March 12, 2021

We Support Fees on SevenRooms Reservations

Are you looking to charge a fee for upcoming reservations? You can add this in Sevenrooms and Peoplevine will ensure to capture this fee before confirming the reservation.

Posted March 10, 2021

Setup Your Mews Account to Work with PeopleVine

We are integrated with the PMS Mews to enable you to sync member data into Mews (along with changes), get reservation data and spend along with process payments into the members' account in Mews.

Posted March 4, 2021

Hide Birthday on the Member Registration

You can easily hide the birthday fields when people enroll by adding one line to your layout css.

Posted March 2, 2021

Replace Your Contact Us with a HAPIform

You can replace your contact us page with a new contact us form, designed to match your brand.

Posted February 26, 2021

When They Arrive in Sevenrooms We'll Check Them in PeopleVine too

To ensure your data is in sync, as soon as someone is marked as arrived in Sevenrooms, we'll ensure you can see this check-in on the membership activity and leveraged for automation.

Posted February 17, 2021

Screen Update to Aloha Payment on File Screens

Our Aloha integration partner, Omnivore, pushed an update to the payment on file experience. Here are some things you should know.

Posted February 12, 2021

Generate Account Statements and E-mail them to Your Members

You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.

Posted February 11, 2021

We added Additional Transaction Meta Data for Your Reports and Tracking

We expanded our transaction data and exports to now share with you when it was originally created (not just when it was charged) along with when it was paid on.

Posted February 11, 2021

Adjust the Billing Date of Your Members with Two Clicks

With an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.

Posted February 10, 2021

Provide Your Members with a Stipend to Spend at Your Space (at the POS and in Member Portal)

With the member stipend feature, you have the ability to provide your members with spending money for dining, tickets and appointments on a reoccurring or one-time basis.

Posted February 9, 2021

Poor Man's Way to Password Protect a Page or Experience

Are you looking for a quick and easy way to password protect a page in our system? This snippet will help.

Posted January 28, 2021

© PeopleVine 2021. Powered by PeopleVine. Terms of use | Privacy & cookies