Managing Payments

Track transactions, view invoicing data, export CSV, and manage refunds

Managing Payments

The Payments section gives you an overview of all transactions in your workspace, including membership purchases, drop-in payments, refunds, and payment statuses.

Transaction List

Navigate to Payments in your workspace to see all transactions. Each entry shows the client name, client email, description, amount, date, and status. Click on any row to view full payment details.

Payment Detail View

Clicking on a payment opens a detailed modal with all the information needed for invoicing. The detail view is structured into sections:

🏢

Seller (Instructor)

Your business name, tax ID, and billing address

👤

Buyer (Student)

Student's billing name, address, and tax ID

📋

Item

Service description, session date/time, and location

📅

Dates

Payment date and fulfillment date (session date)

💰

Amounts

Gross amount, your share, and platform fee breakdown

✅

Each field has a copy button so you can quickly copy data into your invoicing software (e.g., Billingo, Szamlazz.hu). The "Copy All" button copies everything as structured text.

CSV Export

Export your payment data as a CSV file for accounting or record-keeping. Click the Export CSV button on the Payments page to download all transactions with full details including student billing data, amounts, and dates. The CSV file is UTF-8 encoded and compatible with Excel.

Payment Statuses

✅

Succeeded

Payment completed successfully

⏳

Pending

Payment is being processed

❌

Failed

Payment was declined or failed

↩️

Refunded

Payment was refunded to the client

Issuing Refunds

To issue a refund, find the transaction and click Refund. The refund is processed through Stripe and typically appears on the client's statement within 5-10 business days.

Stripe Connect Setup

Connect your Stripe account to accept payments

Revenue Analytics

Track your earnings and financial performance

Billing Profile

Set up and manage your billing information for payments and invoicing

Stripe Connect Setup

Managing Unpaid Bookings