Every member profile gathers two kinds of history in one place: a chronological activity timeline that pulls events from across Deskie, and a billing view that shows the member's payment methods, summary figures, and full transaction history. This guide explains exactly what each one shows, where the numbers come from, and how to read them. For the rest of the profile (contact details, assignments, access, and so on), see Managing members.
Both the activity and billing views live behind the same access rules as the rest of the member area. The profile requires workspace admin access, and the billing data specifically requires the billing permission. If your account is scoped to one or more locations, you only see activity and billing for members whose home location falls within your scope.
The activity timeline
The timeline appears in two places on the profile. The Overview tab shows a condensed Latest Activity card with the five most recent events. The Activity tab shows the full Activity History as a vertical timeline, starting with five entries and revealing more in batches of five each time you click View More. Both are built from the same underlying data.
Every entry shows an icon, a title, a short description, an optional amount, and the date. Dates are displayed as a calendar date (for example, Jan 5, 2026), without a time of day. The whole list is sorted newest first.
What the timeline pulls together
Deskie assembles the timeline by collecting recent records from several different parts of the system and merging them into one ordered list. The event types are:
- Invoices and payments: The member's most recent invoices. A paid invoice appears as Payment received and is dated by its last update (typically when it was marked paid). An unpaid invoice appears as Invoice # with its number, marked Sent if it has been sent or Created otherwise, and is dated by when it was created. Each shows the invoice amount.
- Failed payments: Any charge attempt that failed appears as Payment Failed with the description "Card charge declined" and the attempted amount. This is drawn from failed payment records, separate from the invoice rows above.
- Resource bookings: Bookings the member made, shown as Resource Booking with the resource name. See Booking a resource.
- Pass purchases: Passes the member bought, shown as Pass Purchase with the pass name and the price paid. See Passes.
- Event tickets: Tickets the member holds, shown as Event Ticket with the event name and the ticket total. See Events.
- Visitor check-ins: Visitors who checked in with this member as their host, shown as Visitor Check-in with the visitor's name (and company, when known). See Visitors and check-in.
- Emails sent: One-off emails an admin sent to this member from the profile. The entry reads Email sent with the sender and subject, or Email failed to send when delivery failed.
- Text messages sent: One-off SMS messages an admin sent, shown as SMS sent with the sender and a short preview of the message, or SMS failed to send when delivery failed. Long messages are truncated in the preview.
- Pause and unpause events: Each time the member was paused or unpaused. A pause entry reads Account paused and includes who did it and the reason when one was given; if the system paused the member automatically, it is attributed to "Auto-paused by Deskie". An unpause entry reads Account unpaused. See Pausing and disabling members.
- Door unlocks: Door-open actions this member triggered through the app, shown as Door unlocked (or Door held open for a hold-open action), with the door label, the access provider, and how it was triggered when applicable. Only open and hold-open actions appear; locking actions do not. See Door access overview.
The provider on a door entry is labeled by integration: Kisi, UniFi Access, Deskie Access, Kisi (mobile), or Manual. When a trigger is known, the entry notes it as NFC tap, manual, door card, or schedule.
How much history is shown
The timeline is built for a useful recent view rather than a complete audit log. Most categories contribute up to their ten most recent records (invoices, bookings, pass purchases, event tickets, failed payments, and visitor check-ins each pull the latest ten). Email and SMS history are pulled in full. Pause/unpause events and door unlocks are each capped at fifty entries. All of these are then merged and sorted by date, with the newest first. The Overview card shows the first five of that combined list, and the Activity tab pages through all of it.
Because each category is limited before merging, the timeline is best understood as a recent-activity feed. For exhaustive records of a specific area, use the dedicated pages: Invoices, Payments and ACH, and the booking, pass, and event pages.
Icons and color cues
Each event type has its own icon so the timeline is scannable. Failed payments, failed emails, and failed text messages are marked in red. Pause events use an amber icon and unpause events a green one, and door unlocks use a blue door icon. Amounts, when present, are shown in bold next to the description.
The billing view
The financial side of the profile is split between the shared left column, which always shows the member's payment method, and the Billing tab, which shows summary figures and the full transaction history.
Payment method (left column)
The Payment Method card lists the member's saved payment methods. Each entry shows the card brand and last four digits (or the bank name and last four for a bank account), the expiry for cards, and a Default badge on the default method. For any non-default method, a Set as default button lets you make it the default. When a member has no saved methods on file, the card shows an empty state. An Add payment method action is always available so you can attach a card or bank account on the member's behalf. For more on payment methods and bank payments, see Payments and ACH.
Billing summary figures
The top of the Billing tab shows two figures calculated from the member's invoices:
- Lifetime Revenue: The sum of the amounts on all of this member's paid invoices, shown in green.
- Balance Owed: The sum of the amounts on all of their sent and overdue invoices, shown in red.
These two figures are derived directly from the member's invoice list, so they update as invoices are created, sent, and paid. Draft, cancelled, and void invoices are not counted in either figure.
Exempt-from-billing notice
If the member is set as exempt from automatic billing, a notice appears at the top of the Billing tab. It explains that the member is skipped by the daily auto-charge process and by the Charge All batch action on the Invoices page, while manual per-invoice charges still work. You turn this flag off under Edit Member, on the Billing tab, to re-enable automatic billing. See Billing cycles and auto-charge.
Transaction history
Below the summary figures is the Transaction History card, which switches between an Invoices view and a Payments view using the tabs in its header. Both views are sortable tables with pagination, and unlike the activity timeline they show the member's complete invoice and payment records, not just a recent slice.
The Invoices table shows each invoice number, its status as a colored badge (Paid, Sent, Overdue, Draft, Cancelled, or Void), the amount, and the date created. A row menu offers invoice actions, and clicking a row opens that invoice. See Invoices.
The Payments table shows the related invoice number (or a dash when a payment is not tied to an invoice), the payment status as a colored badge (Succeeded, Pending, Failed, or Cancelled), the payment method used, the amount, and the date. When a payment is linked to an invoice, the row menu offers View Invoice and the row is clickable through to that invoice.
Amounts in both tables are formatted in your workspace's currency. For more on fees and taxes that affect these figures, see Tax and card fees.
How activity and billing relate
The activity timeline and the billing view draw on overlapping data but serve different purposes. The timeline is a recent, cross-functional feed that mixes financial events with bookings, passes, visitors, messages, pauses, and door access, capped per category and dated by calendar day. The Billing tab is the authoritative financial record for the member: complete invoice and payment tables plus the lifetime and balance-owed totals. When you need the full picture of what a member owes or has paid, use the Billing tab; when you want a quick sense of what the member has been doing across Deskie, use the timeline.
Related reading: Managing members, Account credits, and Member lifecycle.