Transactions

Before you start

Transactions lists every checkout across your marketplace in one place. You'll need a role with marketplace access.

Step 1: Open Transactions

In the side menu, under Marketplace, select Transactions. The Checkouts tab opens first.

Step 2: Read the list

• Each checkout shows its ID, a description of what was bought, the account, the Total, what's been Paid, and the Balance.
• A balance above zero is still owed. A negative balance means a refund is due.
• Use the filters to narrow by account, date, or balance.

Step 3: Open a checkout

Select a checkout to see its items, payments, refunds, and payouts. From there you can send a receipt, charge a balance, or refund (see Charges & Refunds).

Tips

• Checking one client's payments? Their account's Checkouts tab shows just theirs.
• Filter Balance to find unpaid visits at the end of each week.