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Payments

Transactions

3 min read

See every payment taken through your bookings.

What This Page Is About

The Customer Payments page shows a complete list of all payments made by customers across all bookings.
This includes payments from:

  • Calendar → Take Payment

  • Bookings Page → Take Payment

  • Online payment links

  • Cash or other payment methods

This page is mainly for tracking, viewing, downloading receipts, and editing payment details.

There is no Add Payment button here — payments can only be added through the booking system.

Transactions page with the customer payments table showing contact, payment date, amount, status and actions

Page Layout

This page contains a single table listing all customer payments.

Each row shows the following details:

A. Customer Name

Name of the customer who made the payment.

B. Customer Details

Shows whichever information is available:

  • Email

  • Phone number

  • Or both

C. Amount

The amount paid by the customer in that transaction.

D. Status

Payment status, such as:

  • Pending

  • Failed

  • Completed

(Status depends on how your system records payment events.)

E. Actions

Each payment entry has two actions:
1. Download Receipt
2. Edit Payment

Action Buttons

1. Download Receipt

  • Downloads a PDF receipt of that payment

  • Used for customer requests, audits, or bookkeeping

  • Contains booking ID, payment amount, payment method, timestamp, and customer details

    Download Receipt icon in the actions column of a payment row

2. Edit Payment

Clicking Edit opens an Edit Payment Modal where you can modify:

  • Transaction ID (Editable)

  • Payment Method (Editable)

    • Cash

    • Online

    • Other

  • Notes (Editable)

Fields You Cannot Edit:

  • Amount

  • Date & time of payment

  • Booking ID

  • Customer details

These fields are locked to preserve financial integrity.

After updating allowed fields, click Save.

Important Notes

  • Payments cannot be created on this page

  • Payments can only be added through:

    • Booking Page → Take Payment

    • Calendar Page → Take Payment

  • Editing is restricted to prevent financial manipulation

  • Downloading receipts helps for finance, GST, and reconciliation

  • Refunds are not issued here — they happen from the Booking Details → Past Payments → Refund section

Tips & Best Practices

  • Always update transaction IDs if incorrect — it helps during audits

  • Add notes when editing payments for transparency

  • Use the Download button for sharing invoices with customers

  • Use customer details to quickly identify payments or resolve issues

  • Keep this page clean by verifying payments immediately after receiving them

Common Questions (FAQ)

Q. How do I add a new payment?

You cannot add payments here.
Use the Take Payment feature inside a bookings edit page or calendar page.

Q. Can I change the payment amount?

No. Amount cannot be edited for security reasons.

Q. How do I refund a payment?

Go to:
Booking Page (find the relevant order that you want to refund) →Click Edit button (pencil icon) → Past Payments → Refund

Q. Why does customer detail show only email or phone?

It depends on what was available at the time of payment.

Q. Why is a payment marked as partial or overpaid?

Based on total booking amount vs payment received.

Q. What if the transaction ID was entered wrong?

Edit the payment and correct the Transaction ID field.

Related Pages

Can’t find it?
Talk to the RazorBooking team

Book a free help call or call us toll-free. For anything else, visit our contact page.

  • Human support
  • 24/7 support
  • Toll-free +1 (888) 282-4967
  • Free onboarding help
  • Free help moving from your old tool
  • Step-by-step guides

Can’t find it?
Talk to the RazorBooking team

Book a free help call or call us toll-free. For anything else, visit our contact page.

  • Human support
  • 24/7 support
  • Toll-free +1 (888) 282-4967
  • Free onboarding help
  • Free help moving from your old tool
  • Step-by-step guides