PLEASE NOTE: As Franscape has the ability to process manual payments, either by the Franchisee or the Customer, not all payments are made upon booking.
This means the payment may not relate to a specific class.
- Open your Payment & Refund Report
- Enter your filters
- Select Export to Excel
- Open the downloaded file in Excel
- Select the column titled Notes
- Select the Data tab
- Select Text to Columns
- Select Delimited
- Select Delimited
- Select the column titled Notes
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- Enter - into the Other field as shown below
- Enter - into the Other field as shown below
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TIP: The Data Preview will show you how the notes are going to be separated.
Our aim is to separate the CL1234-5678
5678 is the Class ID
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- Select Finish
- If you are asked if you'd like to replace existing data, select yes or manually remove the columns after Notes
- Your Notes will now be separated as shown below
- Select the column including the Class ID
- Select Data to Columns
- Select Delimited
- Select Space as shown below
- Select Finish
- Select the column including the Class ID
- Select Finish
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- Your Class ID will now be separated into its own column
- In my example, Class ID is in Column AI
TIDY UP: From here, you can add a new heading and remove irrelevant data from the sheet.
WARNING: If the Class ID is empty, this is due to the payment being a manual payment.