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Created page with "<!--- ------------- = Voice bookings report = If you are using Voice bookings custom feature you will be able to see all calls information in Reports//Voice bookings.<br> In this report you can: *filter the calls by: <ol style="list-style-type: circle;"> <li>call date range;</li> <li>booking date range;</li> <li>client name;</li> <li>client phone number.</li></ol> *export the information to Excel(use the filters if necessary). <nomobi..."
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= Rapport over betalingstransaktioner =
=Payment transactions report=
Du kan få adgang til den under Rapporter//Betalings transaktioner. Her kan du se alle betalingsrelaterede oplysninger i dit system.<br>
You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br>
I denne rapport kan du bruge tre faner: Fakturaer, Tilbagevendende profiler, Udestående saldo.<br><br>
In this report you can use three tabs: Invoices, Recurring profiles, Outstanding balance.<br><br>
I den første fane '''Fakturaer''' kan du:
In the first '''Invoices''' tab you can:
*se alle fakturaer, der er oprettet, når kunderne har booket tjenesten eller købt pakker, medlemskaber, produkter til salg og/eller gavekort;
*see all invoices created when the clients were booking the service or purchasing packages, memberships, products for sale and/or gift cards;
*anvende kuponer eller gavekort på ventende ordrer (hvis du bruger den tilpassede funktion Kuponer og gavekort);
*apply coupons or gift cards to pending orders (if you are using Coupons &Gift cards custom feature);
*godkende ventende betalinger (for eksempel hvis kunderne har valgt "Betal senere" på bookingsiden) ved hjælp af enten standardbetalingsmetoder eller med SBPay.me Pro-integration, bruge gemte kort, sende betalingslinks eller vise QR-kode til betaling;
*approve pending payments(for example, if the clients selected “Pay later” on the booking site) using either default payment methods or, with SBPay.me Pro integration, use vaulted cards, send payment links or show QR code to pay;
*se den anvendte betalingsudbyder;
*see payment processor used;
*behandle refusioner (hvis SBPay.me Pro-integration er aktiveret);
*process refunds (if SBPay.me Pro integration is enabled);
*se fakturaoplysninger på SBPay.me (hvis SBPay.me-integration er aktiveret);
*view invoices details on SBPay.me side (if SBPay.me integration is enabled);
*udskrive fakturaer;
*print invoices;
*slette fakturaer;
*delete invoices;
*filtrere fakturaer efter:
*filter invoices by:
<ol style="list-style-type: circle;">
<ol style="list-style-type: circle;">
<li>invoice/order creation date range;</li>
<li>faktura-/ordredato;</li>
<li>invoice number;</li>
<li>faktura nummer;</li>
<li>payment date range;</li>
<li>betalingsdatointerval;</li>
<li>payment due date range;</li>
<li>betalingsfrist;</li>
<li>client name;</li>
<li>klientnavn;</li>
<li>unique booking code;</li>
<li>unik bookingkode</li>
<li>status(new, pending, paid, cancelled, error);</li>
<li>status (ny, ventende, betalt, annulleret, fejl);</li>
<li>payment processor;</li>
<li>betalingsformidler</li>
<li>user who has created the record;</li>
<li>bruger, der har oprettet posten</li>
<li>payment received or not.</li></ol>
<li>betaling modtaget eller ej.</li></ol>
*export payment information to Excel or .csv (using the filters if needed).
*eksport af betalingsoplysninger til Excel eller .csv (ved hjælp af filtre, hvis nødvendigt).
[[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
[[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
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Fanen "'''Recurring profiles''' " giver mulighed for at:
'''Recurring profiles''' tab allows to:
*se/annullere tilbagevendende medlemsprofiler;
*view/cancel membership recurring profiles;
*forlænge tilbagevendende profiler, der er oprettet af administratoren;
*prolong recurring profiles issued from admin side;
*filtrere medlemsprofiler efter:
*filter membership profiles by:
<ol style="list-style-type: circle;">
<ol style="list-style-type: circle;">
<li>membership name;</li>
<li>medlemskabsnavn;</li>
<li>start date range;</li>
<li>startdatointerval;</li>
<li>cancellation date range;</li>
<li>annulleringsdatointerval</li>
<li>next payment date range;</li>
<li>næste betalingsperiode;</li>
<li>last payment date range;</li>
<li>sidste betalingsdatointerval</li>
<li>client record;</li>
<li>kunderegistrering;</li>
<li>status(active, pending, cancelled, suspended, error);</li>
<li>status (aktiv, afventende, annulleret, suspenderet, fejl);</li>
<li>user who cancelled the profile.</li></ol>
<li>bruger, der har annulleret profilen.</li></ol>
*export membership profiles data to Excel or .csv (using the filters if needed).
*eksporter medlemsprofildata til Excel eller .csv (brug filtre, hvis nødvendigt).
[[File:Recurring profiles new.png|1200px|center|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]]
[[File:Recurring profiles new.png|1200px|center|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]]
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