Booking Payments

Booking Payments is the Booking-focused view of money connected to appointments.

Booking Payments connects appointment charges to the payment records created through TruPayments.

What this feature is for

Booking Payments is the Booking-oriented view of financial activity tied to appointments. It helps booking staff reconcile what an appointment owes with what has actually been paid without requiring them to start from the global TruPayments transaction list.

A practical way to use it

Open the Appointment first to understand what should be owed.
Use Booking Payments to review the recorded payment(s) and current payment state.
For online payments, open the linked TruPayments Transaction when gateway detail/history is needed.
Use the refund-request workflow for customer refunds rather than changing paid amounts manually.

How it connects to other features

TruPayments owns the underlying transaction/gateway history. Deposit settings can cause a booking to be legitimately partially paid while still confirmed according to your policy.

What to expect after changes

Financial records should reconcile with the appointment total and invoice. If they do not, investigate the underlying transaction/history rather than “fixing” the mismatch by editing unrelated appointment fields.

Where to find it

Open Booking Tools → Payments.

Using Booking Payments

This view gives Booking staff a module-focused payment context. Use TruPayments Transactions when you need the gateway-level transaction/refund history. Keeping both perspectives avoids changing an appointment simply to resolve a payment question.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Review payment records associated with bookings.

Using the list page

Column	Use
Booking	Shows the booking value recorded for each row.
Payment ID	Shows the payment id value recorded for each row.
Method	Shows the method value recorded for each row.
Status	Shows the record’s current status so you can tell whether it is active, available, or still in another workflow state.
Amount	Shows the amount value recorded for each row.
Transaction Id	Shows the transaction id value recorded for each row.
Actions	Contains the management actions available for the record.

Booking Settings · Services · Appointments · Overview