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Credit card booking payments report

Download a credit card report for accounting reconciliation

Stine Karlsen O'Connor avatar
Written by Stine Karlsen O'Connor
Updated over a year ago

OVERVIEW OF BOOKING CREDIT CARD PAYMENTS

Project managers are able to view a summary of the amount paid by credit card in the Bookings overview. This is dynamic (always updated) and so the amount is the final figure, deducting any refunds.

DOWNLOAD A REPORT ON CREDIT CARD PAYMENTS

A CC report gives Project managers a total summary of all credit card payments for bookings in a project.

To download a report go to:

  1. Bookings overview (found in the Form menu):

  2. Click 'Open CC report' to download a report:

The report will look something like this:

πŸ“Œ This includes the total amount of credit card payments per VAT article. It also shows the total amount of online payment refunds per VAT article.

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