The Payments Section

In the Payments menu of Playtomic Manager, you can track all your club's transactions: paid, pending or archived. This article explains each section, the filters and how to download your payments.

What are the sections of the Payments list?

  • Processed: all completed payments, minus any refunds.
  • Pending: transactions still in progress. Voided transactions belong to cancelled bookings or activities.
  • Invoices: both manual invoices from your connected invoicing provider and automatic membership invoices through Stripe.
  • Payouts: download your payout summary.

How do I filter payments?

You can filter payments in Payments > Processed:

Payments > Processed in Playtomic Manager, with the date selector, customer search, filters and three-dot menu highlighted
  • Payment/Service date: choose the payment date (when the transaction was made) or the service date (when the booking or activity took place), then set a date range.
  • Payment status: view paid, refunded or all transactions.
  • Product: filter by what the payment was for:
    • Booking
    • Recurring booking
    • Match
    • League Registration
    • Tournament Registration
    • Public Class Registration
    • Private Class Registration
    • Course Class Registration
    • Course Registration
    • Membership Subscription
    • Wallet Topup
    • Store product
    • Benefit
  • Payment method: see whether the customer paid online, onsite or with their wallet balance.
  • Onsite payment method: if you've set up custom payment types, see when each was used.
  • Customer: search transactions by the customer's name or email.

How do I see the details of a transaction?

Click any transaction to see all its details. From there, you can:

  • Check Related payments to find other payments with the same payment ID (for example, split payments).
  • Go to the Booking to see the original reservation in your schedule.

For refunded payments, you can also go back to the Original payment or see all related transactions.

How far back can I see my payments?

The Payments list shows payments from the last year. If you select a date range older than 1 year, you'll see this message: "Incomplete results for the selected time range. Data older than 1 year might not be available."

To get payment data older than 1 year, use the Playtomic API. Each API request can cover up to 13 months, so split longer periods into several requests.

How do I download a CSV of my payments?

  1. Go to Payments.
  2. Set the date range and filters you need.
  3. Click the three dots in the upper-right corner.
  4. Select Download.

Note: The download only includes payments from the last year.

Good to know

  • The service date and payment date can differ, unless the booking was made and played on the same day.
  • From the three-dot menu, you can also update your onsite payment method settings.

💬 Need Help?

If you have any questions or need further assistance, don’t worry! 😊 You can always contact us. We’re here to help!

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