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→Payment transactions report
=Payment transactions report=
=Payment transactions report=
You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br>
You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br>
In this report you can:
In this report you can use three tabs: Invoices, Recurring profiles, Outstanding balance.<br><br>
*see all invoices created when the clients were booking the service;
In the first '''Invoices''' tab you can:
*approve pending payments(if the clients selected “Pay later” on the booking site);
*see all invoices created when the clients were booking the service or purchasing packages, memberships, products for sale and/or gift cards;
*apply coupons or gift cards to pending orders (if you are using Coupons &Gift cards custom feature);
*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;
*see payment processor used;
*see payment processor used;
*process refunds (if SBPay.me Pro integration is enabled);
*view invoices details on SBPay.me side (if SBPay.me integration is enabled);
*print invoices;
*print invoices;
*delete invoices;
*filter invoices by:
*filter invoices by:
<ol style="list-style-type: circle;">
<ol style="list-style-type: circle;">
<li>invoice date range;</li>
<li>invoice/order creation date range;</li>
<li>invoice number;</li>
<li>invoice number;</li>
<li>payment date range;</li>
<li>payment date range;</li>
<li>payment due date range;</li>
<li>client name;</li>
<li>client name;</li>
<li>unique booking code;</li>
<li>unique booking code;</li>
<li>status(new, pending, paid, cancelled, error);</li>
<li>status(new, pending, paid, cancelled, error);</li>
<li>payment processor;</li>
<li>payment processor;</li>
<li>user who has created the item;</li>
<li>user who has created the record;</li>
<li>payment received or not.</li></ol>
<li>payment received or not.</li></ol>
*export payment information to Excel(using the filters if needed);
*export payment information to Excel or .csv (using the filters if needed).
[[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
<br><br>
'''Recurring profiles''' tab allows to:
*view/cancel membership recurring profiles;
*view/cancel membership recurring profiles;
*prolong recurring profiles issued from admin side;
*filter membership profiles by:
*filter membership profiles by:
<ol style="list-style-type: circle;">
<ol style="list-style-type: circle;">
<li>start date range;
<li>membership name;</li>
<li>cancellation date range;
<li>start date range;</li>
<li>next payment date range;
<li>cancellation date range;</li>
<li>last payment profile range;</li>
<li>next payment date range;</li>
<li>client name;</li>
<li>last payment date range;</li>
<li>client record;</li>
<li>status(active, pending, cancelled, suspended, error);</li>
<li>status(active, pending, cancelled, suspended, error);</li>
<li>user who cancelled the profile.</li></ol>
<li>user who cancelled the profile.</li></ol>
*export membership profiles data to Excel(using the filters if needed);
*export membership profiles data to Excel or .csv (using the filters if needed).
[[File:Recurring profiles new.png|1200px|center|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]]
<br><br>
The third, '''Outstanding balance''', tab allows to:
*see outstanding balance per client;
*see outstanding balance per client;
*filter outstanding balance by amount and/or client;
*filter outstanding balance by amount and/or client;
*export outstanding balance data to Excel(using the filters if needed).
*export outstanding balance data to Excel or .csv (using the filters if needed).
[[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
[[File:Outstanding balance report new.png|1200px|center|link=https://help.simplybook.me/images/f/f5/Outstanding_balance_report_new.png]]
<br><br>
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=Pending bookings list=
=Pending bookings list=
You can access it from calendar page if [[Custom_Features#Approve_Bookings | Approve bookings]] custom feature is on.<br>
You can access it from calendar page if [[Custom_Features#Approve_Bookings | Approve bookings]] custom feature is on.<br>