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Payment List
Updated over 2 months ago

The Payments List is a list of all payments and refunds. You will be able to track in this report all transactions recorded in Event Temple.

Using the 'is deposit' filter you can also run a report specifically on payments that have been marked as a deposit.


How to Use the Payment List Report

  1. Click on Report in the side navigation

  2. Click on Payment List

  3. Select Filters

  4. Add Columns

  5. Click Save Report

  6. Enter Report Name

  7. Click Save

  8. Click Export As (CSV, HTML or PDF)

Please note: If you are part of a Chain, you can only report on one Organization at a time.


Important Considerations

Payments can be added from:

  • Payment Tab in the Booking Summary

  • Invoices

  • Automatically through a Stripe integration

Payments can be assigned to individual Events or the entire Booking.

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