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.
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Reports > Booking Index > Booking Details > Invoice > Transactions
What more do I need to use this feature?
- Admin permissions 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 ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Viewing transactions and transaction details
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The Transactions tab view lists all of the payments and refunds that have been 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 present beside each transaction entry, whether it's a payment or refund.
Clicking on this brings up the Transaction Details modal window for the selected entry. Summary details are displayed, such as Transaction ID, Amount, and Created By. View the following table for more details:
| Transaction Detail | Description | Additional Details |
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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). |
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Transaction ID |
The automatically generated ID that the payment provider attaches to the transaction. |
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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). |
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Created By |
The Staff/Partner account that created the transaction. |
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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). |
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Query |
Displays the raw transaction data from the payment provider, if supported. |
In the next article in this series, we look at viewing booking logs from the Booking Invoice.
< Cancelling or voiding bookings via booking invoices | Viewing booking logs from booking invoices >