Payment History
View all payment transactions, filter by status, and manage refunds.
Last updated: December 2025
Payment History
View all payment transactions for your business. Track successful payments, refunds, and pending transactions.
Viewing Transactions
Access payment history from Analytics → Payments or Settings → Billing.
Transaction List
Each transaction shows:
- Date and time
- Client name
- Amount
- Payment method
- Status
Payment Statuses
- Pending: Payment initiated but not complete
- Successful: Payment completed
- Failed: Payment was declined
- Refunded: Payment was returned to client
Filtering Payments
Filter transactions by:
- Date range
- Status
- Payment method
- Client
- Amount range
Transaction Details
Click on any transaction to see:
- Full transaction details
- Associated appointment
- Payment gateway reference
- Receipt download
Refund Processing
To process a refund:
- Find the original transaction
- Click "Refund"
- Enter refund amount
- Provide reason
- Confirm refund
Receipt Generation
Generate and send receipts:
- Automatic receipts after payment
- Manual receipt resend
- Download PDF receipts