{"id":1555,"date":"2024-02-10T21:51:16","date_gmt":"2024-02-10T19:51:16","guid":{"rendered":"https:\/\/wellnessunityhub.com\/?p=1555"},"modified":"2024-02-10T21:51:16","modified_gmt":"2024-02-10T19:51:16","slug":"track-your-finances","status":"publish","type":"post","link":"https:\/\/wellnessunityhub.com\/documentation\/2024\/02\/10\/track-your-finances\/","title":{"rendered":"Track your finances"},"content":{"rendered":"\n

Payments<\/h3>\n\n\n\n

The \u201cPayments\u201d page shows\u00a0the information about individual payments<\/strong>. To specify the number of records that are to be displayed at one time, select the required number in the\u00a0\u201cDefault items per page\u201d\u00a0in the\u00a0\u201cGeneral Settings\u201d.<\/p>\n\n\n\n

Payments for appointments and events are stored on the same screen and you\u2019ll be able to see what the payment is for in the \u201cService\/Event\u201d column. Since the events have the option for assigning multiple employees, in the \u201cEmployee\u201d column you can see multiple employees assigned.<\/p>\n\n\n\n

With the filters<\/strong> that appear at the top of the page, you can narrow the results by common characteristics<\/strong> such as date, customer, employee, service, status, or event. The date filter is predefined by the period of seven days starting from the current date but you can change to some other period and the plugin will remember this in all date filters.<\/p>\n\n\n\n

\"finance-filters\"<\/figure>\n\n\n\n

The date filter shows the transactions based on the date when they were made. For example, if a customer booked an appointment on February 2nd, 2023, but their appointment is booked for August 3rd, 2023, you\u2019ll need to select February 2023 in order to see this transaction.<\/p>\n\n\n\n

Your payments can be exported to a CSV file<\/strong> for reporting. At the top right of the \u201cPayments\u201d page and next to the filters, just tap the \u201cExport\u201d button. Clicking on the \u201cExport\u201d button opens a dialog that allows you to choose the delimiter used for CSV and to select the columns you\u2019d like to export. When you are ready, tap on the \u201cExport\u201d button in the dialog to download the CSV file.<\/p>\n\n\n\n

The payments table provides\u00a0information about the payments<\/strong>\u00a0such as the payment date, customer\/attendee, employee, service\/event, and status. You can\u00a0expand a payment (row)<\/strong>\u00a0by clicking on it. An expanded record shows the information about the appointment or event date, payment method, and the amount paid for the booking.<\/p>\n\n\n

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\"transaction-details\"<\/figure><\/div>\n\n\n

Payments passed through online payment methods (PayPal, Stripe, Mollie, RazorPay, or WooCommerce) <\/strong>automatically have a \u201cPaid<\/strong>\u201d or \u201cPartially Paid<\/strong>\u201c status.<\/strong> For a payment using an \u201cOn-site\u201d<\/strong> method, the payment status and paid amount have to be updated manually<\/strong>. Click the \u201cDetails\u201d button to open the details dialog for the chosen payment. Here you can see the detailed information for the individual payment, change the payment data, refund, or delete the payment. By clicking on the \u201cPen\u201d icon in the dialog footer, a small dialog will appear from where you can update the paid amount<\/strong> and the payment status<\/strong>.<\/p>\n\n\n

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\"transaction-info\"<\/figure><\/div>\n\n\n

Using the \u201cRefund<\/strong>\u201d button at the bottom of the \u201cDetails\u201d window, you can initiate a refund that will be processed through the online payment provider used to pay for the appointment\/event.<\/p>\n\n\n

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\"finances-refund\"<\/figure><\/div>\n\n\n

Once you click it, Wellness Unity will ask you to confirm this action:<\/p>\n\n\n

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\"refund-confirmation\"<\/figure><\/div>\n\n\n

After the refund has been completed, the status of the transaction will change to \u201cRefunded\u201d.<\/p>\n\n\n

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\"order-status\"<\/figure><\/div>\n\n\n


Please note: <\/strong><\/p>\n\n\n\n