Transactions

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title: Transactions category: Finance & Payments order: 3 description: View, filter, export, and manage all payment transactions.

Transactions

The Transactions page provides a complete record of all payments processed through SchedulingKit — from booking payments to invoice payments and refunds.

Where to find it

• Finance → Transactions in the sidebar.

Transaction types

Transaction statuses

Payment providers

Transactions can come from any connected payment provider:

• Stripe — Credit/debit card payments
• PayPal — PayPal payments
• Square — Square payments
• Mollie — European payment methods
• Authorize.net — Credit card gateway
• On-site — Collected at the location
• Bank transfer — Manual bank transfers
• Cash — Cash payments

Viewing transactions

The list page shows:

• Date
• Customer name and email
• Amount and currency
• Type (payment/refund)
• Status
• Provider
• Transaction ID

Click any transaction to view full details.

Filtering

Use the filters at the top of the page:

• Status — Filter by Completed, Pending, Failed, etc.
• Type — Filter by Payment, Refund, Partial Refund.
• Provider — Filter by Stripe, PayPal, etc.
• Date range — From and To dates.
• Search — Search by customer email, name, or provider transaction ID.

Exporting

1. Click Export on the transactions page.
2. Apply any date or status filters for the export range.
3. A CSV file is downloaded with columns: Date, Type, Status, Amount, Currency, Provider, Customer Name, Customer Email, Transaction ID.

Use exports for accounting, tax filing, or importing into your bookkeeping software.

Issuing refunds

1. Find the transaction and click Refund.
2. Enter the amount (defaults to the full refundable amount).
3. Enter an optional reason.
4. Click Confirm.

For Stripe transactions, the refund is processed through Stripe's API. For other providers, the refund is recorded locally and you need to process the actual refund through the provider.

Marking as completed

For pending transactions (e.g. bank transfers or cash payments), click Mark as Completed once you've verified the payment.

Permissions