Transactions and refunds (reference)
Conceptual reference for charges, payments, refunds, and credits — see the Transactions page guide for daily use.
For day-to-day use of the admin Transactions page (summary cards, filters, adding records), see Transactions page.
This article summarises how money records relate to each other.
Four transaction types
| Type | Created against | Purpose |
|---|---|---|
| Charge | Customer (+ optional booking) | Record what the customer owes |
| Payment | Customer + charge | Record money collected |
| Refund | Customer + payment | Return money after payment (full or partial) |
| Credit | Customer (+ optional refund) | Increase customer balance |
There is no separate capture/void workflow — staff create charges and payments directly.
Booking charges
A booking can have one original service charge plus additional booking charges. Additional charges are useful for add-ons, late fees, materials, or corrections and can be created from Booking detail before or after the appointment. Payment links sent from an additional charge pay that charge only. Paying an additional charge updates balances and transaction history, but it does not confirm or otherwise advance the booking status.
Refunds and credit notes
Refunds can be full or partial. When accounting integrations are enabled, a credit note document can be issued. Optionally create an automatic credit so the customer's balance is unchanged after a refund.