Payments
How to invoices, tax details, and finance review
Payments is also a finance-friendly audit surface. Operators can download an invoice PDF, inspect line items, review taxes and fees, and follow QuickBooks links when connected. This makes the section useful not only for front-desk corrections, but also for reconciliation and bookkeeping workflows.
Payments is also a finance-friendly audit surface. Operators can download an invoice PDF, inspect line items, review taxes and fees, and follow QuickBooks links when connected. This makes the section useful not only for front-desk corrections, but also for reconciliation and bookkeeping workflows.
Invoices, tax details, and finance review
Payments is also a finance-friendly audit surface. Operators can download an invoice PDF, inspect line items, review taxes and fees, and follow QuickBooks links when connected. This makes the section useful not only for front-desk corrections, but also for reconciliation and bookkeeping workflows.
- Use Download in the Invoice column to generate a PDF invoice.
- Use the taxes and fees block in the detail panel to explain how the total was built.
- Use the QuickBooks button when your accounting workflow continues outside the platform.
- Use exports when a finance team needs a spreadsheet view for reconciliation.
Tips
- Train staff to open the payment detail panel before answering refund or invoice questions so they can see the full transaction context.
- Use the search and filter controls every morning to review unpaid transactions and recent refunds.
- Processing fees from Stripe or Square are distinct from any platform fees shown in the booking breakdown.