Receipt detail

Use this page to view receipt details. Choose one of the following:

 

 

The following options are also included on the Receipt page:

Name of Field

Type

Description

Payment Summary

Method of Payment

Text

This includes the method and amount of the payment.

Transactions

Customer

Text

Name of the customer.

Action

Hyperlink

Type of transaction. For example: Enroll, Gift Card Sale, or Team member placeholder.

 

Click the link to open the Detail for Transaction page where you can view details for the transaction.

Description

Text

Description of the purchase. This includes:

  • Transaction name (for example: activity, gift card, coupons etc)

  • Code number

  • Enrollment Effective Date (if applicable)

  • Withdrawal Effective Date (if applicable)

  • Regular meeting dates

  • Times and locations

  • Exceptions (skip dates)

  • Number of Bookings (the number of private lessons purchased)

  • BOOKED (number of private lessons purchased and immediately scheduled)

  • Note: Since not all lessons are scheduled when purchased, the number of lessons BOOKED may be less than the number of lessons purchased.

  • Coupon code (if applicable)

  • Custom question (if applicable)

  • Trial class date and time (if applicable)

Charge Item

 

Type of charge (e.g. Activity fee, facility charge).

Unit

 

The measurement of the charge item (e.g. per hour, per day, per seat).

Qty

 

The quantity of units the customer purchased.

Unit Fee

 

The cost per unit.

Charge

Text

Cost of purchase.

 

This includes activity fees, subtotal, GST (if applicable), total charges, total payments, and balance.

 

This may also include various other charges (for example: non resident fee, scholarship, coupon fee, POS charge etc.).