Transactions

Transaction records hold information related to payments, payments are related to a booking or a supplier account.

Transaction records include the payment details:

  • Number

  • Type

    • Vendor Commission

    • Vendor Payment

    • Upcoming

    • Payment

    • Extra Payment

    • Deposit

    • Refund

  • Status

    • Cleared - transaction was completed successfully

    • Pending - transaction is awaiting completion

    • Not Received - transaction was unsuccessful

  • Transaction Date

  • Cleared Date

    • (Will be blank if payment status is not received)

  • Form of Payment

    • Cash (manually added by users)

    • Cheque (manually added by users)

    • Credit Card (accepted cards are defined upon setup)

      • American Express

      • Diner's Club

      • Discover

      • Visa

      • Mastercard

    • Interac

    • Money Order

    • Visa Debit

  • Amount

  • Currency

  • Booking Record (Traveler Payment) or Inventory Record (Vendor Payment)

Create a Transaction on a Booking Record

You can create a Transaction for many types of payments. Including, a cash payment or cheque payment to a booking record on a trip.

  1. Open the Trip Record that the Booking Record is on

  2. Scroll to the Bookings module and click on the Booking Record you want to add the transaction to

  3. In the Payments module, click on Add Transaction

  4. Complete the fields and click Create

Transaction Statuses

  • Cleared - transaction was completed successfully

  • Pending - transaction is awaiting completion

  • Not received - transaction was unsuccessful

Chargeback / Returned Item / Bank Dispute

What is a chargeback /returned item / bank dispute?

When a customer is viewing their bank statement and does not recognize a charge, they have the option of telling their bank that this is (mistakingly) a charge they did not approve. This allows the bank to reverse the transaction and take the money back from the supplier (your company).

  1. Monitor your Stripe account to keep track of chargebacks / disputes.

  2. Open the booking record the transaction is associated with

  3. If the transaction was successful, it will show as Cleared on the booking.

  4. Add a note to the booking record with the Stripe link

  5. Ensure you have a process in place with your Customer Service team to follow up with these bookings.

A Traveler has made a booking, but cannot see their Transaction, what do I do?

Some transactions may take up to 24-48 hours to appear on a travelers booking record and/or My Profile, however, most transactions show up within a few moments. Your traveler should also get an email confirmation of their transaction.

If the traveler cannot see their transaction after 48 hours, please contact us via Intercom with the Booking Record and expected transaction details.