Understand payment statuses and transactions
Check what was collected, what is still due and what reached the business.
The appointment payment summary explains what that client owes. Transactions is the payment ledger used to review collected amounts, fees, refunds and provider references.
In the app Use appointment badges for the day and Transactions for payment detail or reporting.
Open an appointment to compare Total, Deposit, Refunded and Balance due.
Open Transactions for the payment history.
Search or open Filters to limit the date range, status or payment type.
Open a transaction to see gross amount, tax included, OneDiary fee, Stripe fee, net amount, booking and provider details.
Use Email Report when you need the filtered transaction report sent to your account email.
In the portal Search, filter and export the transaction ledger from Transactions.
Open Transactions.
Search by client or payment reference and choose the date range, status and payment type.
Select a transaction to see the amount, fees, net amount, booking and provider details.
Select Export XLSX to download the current filtered view for reconciliation.
Open the linked appointment when the payment needs a booking action such as a refund.
Common status meanings
- Deposit paid means some money was collected and a balance may remain.
- Paid means the recorded appointment total has been covered.
- Failed or pending needs another check before treating the appointment as paid.
- Refunded or part refunded records money returned from a supported payment.