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.
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.