Learn how to view the transaction records associated with a Booking Invoice.
New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Reports > Booking Index > Booking Details > Invoice > Transactions
What more do I need to use this feature?
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Admin or restricted permissions to Bookings and Payments.
Which Checkfront version supports this feature - classic, new, or both?
- The Booking Invoice feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Viewing transactions and transaction details
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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 in the left sidebar is active, and you can click on that to create a new transaction.
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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:
| Transaction Detail | Description | Additional Details |
|
Provider |
The payment provider that the transaction is processed through. |
A payment provider is enabled/disabled in the Ecommerce Payment area (Manage > Ecommerce Setup > Payment). |
|
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. |
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|
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. |
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|
Payment Type |
The type of payment the transaction is for, for example, Visa or POS - Cash. |
POS transaction labels are created/edited in the Ecommerce Settings area (Manage > Ecommerce Setup > Settings). |
|
Query |
Displays the raw transaction data from the payment provider, if supported. |
In the next article in this series, we view booking logs from the Booking Invoice.
< Cancelling or voiding bookings via booking invoices | Viewing booking logs from booking invoices >