Open Finance → Payments and select any payment to see Payment Details. This panel explains exactly how the client's payment becomes the amount that reaches you.
The money figures
| Field | What it is |
|---|---|
| Amount | What the client was charged |
| Total Collected | What was actually collected |
| Processing Fees | The card processing cost |
| Platform Fee | Our percentage, set by your plan |
| Transfer Amount | What reaches your bank |
| Collectible | What's still outstanding on this payment |
| Transferred | Whether it's been released to you yet |
The order matters: processing fees come off first, then the platform fee is taken from what's left. Transfer Amount is the number to use for your own accounting.
The reference figures
- Payment Type — Deposit, Remainder, Full Amount, Extension, or PayLink
- Payer Client — who paid
- Payment ID — the reference to quote if you contact support
- Linked Source — View Event opens the booking this came from
- Linked Transfer — View Transfer opens the payout that carried it
- Description and Status
Following the money end to end
To trace a single payment all the way to your bank:
- Open the payment and note the Transfer Amount.
- Select View Transfer under Linked Transfer.
- The transfer shows its Status, Scheduled Date, and Completed Date.
If there's no linked transfer yet, the payment hasn't reached Payment Received or its payout delay hasn't elapsed.
Why a payout doesn't match a payment
Several payments can be released together, so one transfer into your bank may cover a deposit from one event and a PayLink from another. Work from Finance → Payouts and its Linked Payment column to break a payout back down. See Reading Your Payout History.
Refunding
The Refund button is on this panel. See Issuing a Refund.
For your tax records
Total Collected is your gross. Transfer Amount is what you actually received. Processing Fees and Platform Fee are costs of doing business. We don't withhold tax — that's on you.