View transaction details
The Transaction page displays details about a charge or payment entered on a booking or booking event.
To open the Transaction page, click the Name of the charge or payment in the Billing & Deposits (Transactions) section. The page includes the following information:
| Field | Description |
|---|---|
| Charge Details | |
| Amount | This is the amount due or the amount paid |
| Transaction Date | This is the date the payment is due or the payment was made. |
| Charge Type | This is the type of charge. These values are defined by your administrator. This field only applies to charges. |
| Payment Type | This is the type of payment. These values are defined by your administrator. This field only applies to payments. |
| Card Type | This is the type of credit card used. These values are defined by your administrator. This field only applies to payments. |
| Check Number | If your client paid by check, this is the check number. This field only applies to payments. |
| Reference Number | This is the reference number for the payment. This field only applies to payments. |
| Transaction Type | This indicates whether the transaction is a Charge or a Payment. This field cannot be edited. |
| Booking | This is the name of the booking associated with the transaction. |
| Property | This is the name of the property associated with the transaction. Do not change this value. |
| Name | This field defaults to the Transaction Type, Charge Type, and Amount. You can modify the name if needed. |
| Owner | This is the person who created the transaction record. |
| Display on Banquet Check | |
| Booking Event | This is the name of the booking event associated with the transaction. Only payments with this field populated display on the banquet check. This field only applies to payments. |
| Comments | |
| Comments | This field displays additional information related to the charge or payment. |
| Created By | This is the person who created the record and the related time stamp. |
| Last Modified By | This is the person who last modified the record and the related time stamp. |