đź’ł Managing Transactions in Bookings Pro
Keep track of all your payments—pending or completed—right from the Transactions page in Bookings Pro.
What You’ll See on the Transactions page
Go to Transactions in your Booking Pro.
Alternatively, go to Home → click on Booking Tab → under Quick Action click on Transactions.
The Transactions page gives you a detailed overview of all client invoices.
Transactions are categorized into:
- Pending – Payments that are due or partially paid
- Completed – Payments that are fully settled
This makes it easy to spot which payments need follow-up.
Pending Transactions
| Column | Description |
|---|---|
| Name | The client’s name |
| Items | Services included in the invoice |
| Due Date | The expected payment date |
| Amount | Total amount billed |
⚡ Quick Actions on Hover
When you hover over a client’s name, two helpful action icons appear:
1) Send Reminder
- SMS
- CONNECT App Notification
2) Update a Payment & Send Receipt
- Go to Transactions > Pending
- Hover over the client’s name
- Click the Update Payment icon
Fill in:
- Amount (e.g., â‚ą1,500)
- Mode (Cash, Card, Bank Transfer, Cheque etc.)
- Paid On Date
- Note (optional, internal use only)
Send Receipt Via:
- SMS
- CONNECT App
Select one or more channels before submitting.
Click Update to save and notify the client.
More Options via the Three-Dot Menu
Click the three-dot icon (â‹®) on the right side of a transaction row to access more options:
- Write Off Invoice – Mark the invoice as uncollectible
- Download Invoice – Save or share a PDF copy of the invoice
Use these options for special cases, records, or client follow-ups.
🔍 Completed Transaction
Each entry shows:
- Name – Client’s name
- Item – Plan or service (e.g., Spyn_231011752122995)
- Paid – Amount received
- Amount – Total invoice value
Click the three-dot icon (â‹®) next to any transaction to:
- Edit Receipt
- Delete Transaction
- Send Invoice
- Download Invoice (PDF)