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Booker completes a booking using Credit Card via the website
The Payment is sent to your Stripe account. Stripe will send you a payment email.
A booking confirmation is sent to the booker confirming the booking (from CourseCo)
Admin can view the Payment in various areas throughout CourseCo
Booking List Screen | 0 outstanding
View the booking | Payment Type Column will populate Credit Card
Reports - Admin can run multiple reports, below outlines the various benefits of each report
Recent Payments Report - lists Credit Card payments completed / not completed and note from Stripe eg Completed or incomplete Insuff Funds
Booking Revenue Report - View booking date, Payment Method, booking amount etc, great for admins as relates to the booking / organisation
Transactions Report - Mostuseful for reconciling accounts, Admin can run this report based on Invoice Date.
Admin can filter by various columns and download the results. Columns such as Invoice Date, Invoice Number, PO Number, outstanding Balance, Payment Method (CC, Invoice)
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Invoice Payment Reconciliation i.e. receiving payments through Bank Transfer and updating CourseCo once received
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Booking Revenue Report - View booking date, Payment Method, booking amount etc, great for admins as relates to the booking / organisation
Transactions Report - Mostuseful for reconciling accounts, Admin can run this report based on Invoice Date.
Invoice Date column - this displays the date the invoice was created, if blank, this means the invoice has not yet been generated.
Invoice Number Column - this populates the unique invoice number when the invoice was generated
Booking date Column - The date the booking was made by either booker via the website or Admin.
Payment Method Column - Filter by Invoice to review Invoice Bookings only
PO Number - Review bookings without a PO number
External Ref ID - This is the 3rd Party eg Sage ID applied to the organisation account
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Example Transactions Report
