A Note on the Customer Balance
The consumer does not hold a balance, only the customer. This balance is drawn from the customer’s charges and payments, not the Consumer's individual bookings.
The Transactions tab shows a full, filterable history of the customers Charges, Payments, Credits and Refunds. Each transaction has a unique ID number.
- For a full list of transactions for ALL Customers, select Transactions from the left hand menu panel
- To view transactions for an individual Customer
- Navigate to the Customer
- Select the Transactions tab
Transaction Types
There are 5 types of transaction:
Transaction Filters
You can filter by:
- Search
- Date Range
- Franchisees (Admin Only)
- Transaction Type
- Payment
- Charge
- Refund
- Credit
- Discount
- Payment Type
- Stripe
- Cash
- BACS
- Cheque