Viewing transaction details from booking invoices
Learn how to view the transaction records associated with a Booking Invoice.
Kevin Penner
Last Update vor 9 Monaten
The Transactions tab view lists all payments and refunds applied to the booking.
If the invoice is not paid in full, then the Add Payment button is active, and you can click on that to create a new transaction.
Learn more about adding a payment here:
A Details button is also beside each transaction entry, whether a payment or refund.
Clicking on this brings up the Transaction Details modal window for the selected entry. Summary details such as Transaction ID, Amount, and Created By are displayed. View the following table for more details:
Provider
The payment provider that the transaction is processed through.
A payment provider is enabled/disabled in the Payment Payment area (Manage > Payment settings).Transaction ID
The automatically generated ID that the payment provider attaches to the transaction.
Date Created
The date and time that the transaction is created.
Amount
The currency value that the transaction is for.
The value is displayed in the base currency specified in the Locale area (Manage > Setup > Locale).Created By
The Staff/Partner account that created the transaction.
Source
The location and IP address of the Staff/Partner that created the transaction.
Payment Type
The type of payment the transaction is for, for example, Visa or POS - Cash.
POS transaction labels are created/edited in the Payment Settings area (Manage > Payment Settings).Query
Displays the raw transaction data from the payment provider, if supported.
The invoice may have another successful payment applied which changed the booking to PAID. You can view all transactions applied to a booking via the Transactions tab of the Booking Invoice.
In the next article in this series, we view booking logs from the Booking Invoice.