With Playtomic Manager, you can easily track all your club's transactions—whether they are paid, pending, or archived—in the Payments menu 🎉
Your Payments List is divided into four main sections:
- Processed: The total of all completed payments, minus any refunds.
- Pending: Shows transactions still in progress. "Voided" transactions are for canceled bookings or activities.
- Invoices: Displays both manual invoices generated through your connected invoicing provider and automatic invoices for memberships through Stripe.
- Payouts: Here you can download your payout summary.
Payment Filters
We’ve added new filters to help you find the exact payment information you need. You can filter by:
- Payment/Service date: Choose either the payment date (when the transaction was made) or service date (when the booking or activity happened), then set a date range.
- Payment status: View paid, refunded, or all transactions.
- Product: Filter by the product or service the payment was for.
- Payment method: See if the customer paid online, onsite, or used their wallet balance.
- Onsite payment method: If you've set up custom payment types at your club, filter to see when they were used.
- Customer: Search for transactions by the customer's name or email.
Explore Each Transaction
Click on any transaction to see all the details. You can:
- Check Related payments to find other payments linked to the same payment ID (e.g. for split payments).
- Go to the Booking to view the original reservation in your schedule.
For refunded payments, you can also return to the Original payment or see all related transactions.
Quick Tips 💡
- Service date and payment date may differ (unless the booking and playing happened on the same day).
- Tap the three dots in the top-right corner of the Payments List to:
- Download a CSV of all transactions.
- Update your onsite payment methods settings.
💬 Need Help?
If you have any questions or need further assistance, don't worry! 😊 You can always contact us through the live chat. We're here to help!
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