Payments

The Payments page provides a clear record of all completed transactions. You can view a list of all successful payments and download a PDF invoice or receipt for your records.

Viewing Payments

To see a list of all payments:

• Navigate: Go to the Schedula dashboard and click on Payments from the main menu.
• Search & Filter: You can easily find specific payments by using the search bar. You can search by client name, service title, employee name, or a specific date to quickly narrow down the results.
• Review: You will see a list of all payments that have been completed. The list will show important details for each transaction, such as the date, the service booked, the client’s name, and the amount paid.
• Each time you set an appointment status to completed or when a payment is received via online transactions the payment record is updated

Downloading an Invoice

For each payment, you can generate and download a PDF for your records or to send to the client.

• Locate: Find the payment you need in the list.
• Download: Click the Download PDF button or link next to the transaction. A PDF file containing the invoice or receipt will be generated and saved to your computer.