NoteThe Batch Report within WellnessLiving follows the merchant defaults, so it may not correspond with the deposits received from the processor if a custom batch close time is used.
NoteRefunded transactions are not included in the Batch Report. To view refunded transactions, see Refunds Report.
In this article:
To view the Batch Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Sales.
- In the side menu or in the list, click Batch Report. Your Batch Report is displayed.
Headings in the Batch Report:
|ID||The transaction ID is listed in this column.|
|DATE||The date and time that the transaction was processed at is listed in this column.|
|CLIENT||The name, email, and phone number of the client who the transaction was processed for is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|PURCHASE||The name of the item that the transaction pertains to is listed in this column.|
|PAYMENT TYPE||The payment method used to process the transaction is listed in this column, along with the last 4 digits of the credit card used.|
|CREDIT CARD TYPE||The type of credit card (i.e.: Mastercard, Visa, etc.) used for the transaction is listed in this column.|
|STATE||The current state of the transaction is listed in this column (i.e.: Success, Refunded).|
|DEBIT/CREDIT||The value of the transaction is listed in this column.|
|USER||The staff member whose account was used to perform the action is listed in this column. Actions that were not performed directly by a staff member (e.g., automated billing) are listed as automatic payments. Hover over this name to view the IP address from which this action originated.|
|ACTION||A menu can be expanded for each transaction by clicking the arrow in this column.
For transactions that have the Success state, you can click in this menu to view the transaction details, issue a refund, view the invoice, or issue a receipt.
For transactions that have the Refunded state, you can click in this menu to view the transaction details.