View transaction details
The Transaction page displays details about a charge or payment entered on a booking or event.
To open the Transaction page, click the Name of the charge or payment in the Billing & Deposits (Transactions) section. The page is divided into the following areas:
| Details | |
| Amount | The amount due or the amount paid |
| Transaction Type | Charge or Payment This field can't be edited after a transaction has been saved. |
| Transaction Date | The date the payment is due or payment was made. |
| Charge Type | Applicable only to charges. Defined by your administrator (for example, Deposit with Contract, Second Deposit, and Final Deposit). |
| Payment Type | Applicable only to payments. Defined by your administrator (for example, Direct Bill, Check, and Credit Card). |
| Card Type | Applicable only to payments. Defined by your administrator (for example, Visa, MasterCard, American Express). |
| Check Number | Applicable only to payments |
| Reference Number | Applicable only to payments |
| Additional Information | |
| Name | Defaults to the Transaction Type, Charge Type (if applicable), and Amount. You can modify the name, if needed. |
| Booking | The name of the booking associated with the transaction. Booking charges can be merged into the group sales contract. |
| Booking Event | The name of the booking event associated with the transaction (if applicable). Event payments are reflected on the banquet check. |
| Property Name | Do not change. |
| Owner | The person who created the transaction record. |
| Comments | |
| Comments | Additional information related to the charge or payment. |
| System Information | |
| Created By/Last Modified By | The person who created/modified the record and the related time stamp. |