The Payments page in the portal lets admin users review payments made by users, filter records to find specific transactions, export payment data, and update payment statuses where appropriate, such as after a refund.
Open The Payments Page
Go to Admin Control Panel.
On the left-hand side, click Extra Curricular.
Click Payments.
The Payments page opens and shows the payment records available in the portal.
Filter Payments
Once you are on the Payments page, you can use the available filters to find the payment you need.
Search
Use the Search box to search by email address if you want to view payments made by a specific user.
Payment Status
Use the Payment Status drop-down to filter payments by status, such as:
Paid
Cancelled
Abandoned
Payment Method
If you use multiple payment methods, use the Payment Method drop-down to view payments made through one specific payment method.
Min And Max Payment Date
Use Min Payment Date and Max Payment Date to filter payments made within a specific date range.
Export Payment Records
You can also export payment data from the Payments page.
Click Generate Exports.
Choose whether to export:
All payments made within a selected timeframe.
Payments linked to a specific bookable item in the portal.
This is useful if you need a CSV file for reporting or reconciliation.
View Payment Details
When you open a payment record, the portal shows details about what the payment relates to.
This may include:
A trip.
An event booking.
Another linked bookable item.
These fields are clickable. If you click the linked item, the portal takes you to the related booking so you can review it in more detail.
If the payment was made using an external payment provider such as WorldPay or PayPal, the payment record also shows information returned by that provider.
This includes:
An external reference number, which you can use to locate the payment in the payment provider.
Transaction data, shown at the bottom of the payment record.
Update A Payment Record
You can update a payment record if the payment details need to be changed, for example after a refund.
Open the relevant payment record.
Scroll to the bottom of the page.
Click Update this Payment.
Update the external reference if your payment provider has supplied a new reference number.
Change the payment status if required. Available statuses are:
Unpaid
Pending
Failed
Paid
Cancelled
Abandoned
Save the changes when you have finished.