Viewing Payments

Apart from the e-mails you receive whenever a booking is made and payment is collected, this section shows you payments in three different areas:

Bookings

1. View a booking in your calendar. Payments are located in the top section:

viewing-payments

2. A breakdown of payments can be viewed in the Booking form via 'Payments' tab:

viewing-payments-breakdown

Report level

Hover over Reports > Financial Reports > Balance Summary or Payment Summary

viewing-payments-summaries

The Balance summary gives you a detailed report of all Bookings including Zero balance bookings when you select a date range and click [DISPLAY]:

viewing-payments-display

viewing-payments-buttons

  • [Show All] button reveals all bookings in your ResBook system.
  • [Show Zero balances] reveals bookings with 'zero balances'.
  • [Hide Zero balances] hides bookings with 'zero balances'.

The Payment summary gives you a detailed summary of all payments made when you select a date range and click [DISPLAY]:

viewing-payments-payment-summary

Both the Balance and the Payment summary have an option to export the data produced onscreen by clicking on the [EXPORT] button. 

Export-button

The data will be saved onto a CSV file.

Direct Payment Express

The merchant is able to produce an itemised report in Direct Payment Express to view all payments received. View our video to understand how this can be done:

 

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