The Memberships page in the Payments menu shows the payment side of every student's membership in one list: how much each student pays, how they pay, and when the next charge is due. This guide shows how to read the page, filter it, and export it to Excel.
Before you start
You need access to Payments. Staff need it turned on in their Access Control. See Staff Permissions: What Each Access Control Setting Covers.
If your school uses a payment PIN, NextKick asks for it when you open this page. See How to Lock Payment Pages with a 4-Digit PIN.
This page lists memberships that are already added to students. To add or change one, see How to Add, Renew, or Replace a Membership.
Step 1: Open the Memberships page
In the left sidebar, click Payments → Memberships.
The Autopay tab opens first. It lists memberships with recurring payments.
Step 2: Check this month's totals
The four cards at the top sum up this month's autopay charges. Each card shows the amount and how many autopays it includes.
Card | What it shows |
Total This Month | All autopay charges due this month. |
Processed This Month | Charges that have already run this month. |
Upcoming This Month | Charges still to come this month. |
Expiring This Month | Autopays whose last payment is this month. |
Step 3: Read the list
The list is sorted by Next Charge, soonest first. Click a column name with an arrow to change the order.
Column | What it shows |
Name | The student. Click the name to open their profile. |
Membership | The membership plan. No Expiry means the membership has no end date. |
Amount | The amount of each charge. |
Payment Method | The card or bank account (shown with its last digits), Auto-Invoice, Cash/Check or In-House Credit Card. |
Next Charge | The date of the next autopay charge. |
Installment | Installments billed (charged or invoiced) out of the total, for example 3 / 12. Unlimited means there is no set number of payments. |
Status | Active, Paused, Ready or Inactive. Ready means the membership starts on a future date. |
To change a student's amount, date or number of payments, click the pencil icon at the end of the row. This opens Edit billing schedule. See Edit a Membership's Autopay Billing Schedule.
Step 4: Filter the list
Filter | Use it to |
Next Charge | Show charges due Today, This Week, This Month, This Year or in a date range you pick. All time shows everything. |
Membership | Show one membership plan. |
Status | Show Active, Paused, Ready or Inactive autopays. |
Expires This Month | Choose Yes to see only autopays whose last payment is this month. |
Auto Invoice | Choose Yes to see only Auto Invoice memberships, or No to hide them. See What Is Auto Invoice? How It Differs from Autopay. |
Search member | Find one student. |
Tip: To see who will be charged this week, set Next Charge to This Week and Status to Active.
Step 5: Export the list to Excel
Set the filters you want.
Click Export at the top right.
Confirm the export.
NextKick downloads an Excel file with the same columns as the list. It includes every page of results, using the filters you set.
Step 6: Check memberships paid in full
Click the Full Payment tab to see memberships that are paid in one payment.
The cards show the Total, Paid and Unpaid amounts.
The Unpaid column shows what each student still owes, in red.
Payment Status shows Paid or Pending.
Filter by Membership or Status, or search for a student. Export works on this tab too.
For cash, check and other in-house payments, see How to Set Up Memberships for Cash, Check, or Other In-House Payments.
FAQ
How do I get a list of every student's next autopay date?
Go to Payments → Memberships, stay on the Autopay tab, and click Export. The Excel file lists each student's amount, payment method, next charge date and installments.
How is this different from Revenue Projection?
Reports → Revenue Projection shows expected membership income as monthly totals. The Memberships page lists each student's next charge one by one. See How to Use Reports in NextKick.
Why isn't a student on the Autopay tab?
If their membership is paid in one payment, it's on the Full Payment tab. If it's not on either tab, the membership may not have been added yet.