Viewing Transactions

Viewing Transactions

Understanding Transactions

In OpenCampground, a transaction refers to a financial operation or payment activity associated with a reservation. Transactions are distinct from reservations themselves, as a single reservation can have multiple transactions linked to it.

The key difference between a reservation and a transaction is:

  • Reservation: A reservation represents the booking details, such as dates, site/unit, guests, and any additional services or amenities requested.
  • Transaction: A transaction is a record of a payment made or a financial activity related to a specific reservation. This could include the initial payment for the reservation, additional charges (e.g., extras or fees), refunds, or any other monetary exchange.

Transactions provide a detailed record of the financial activities associated with a reservation, allowing you to track payments, refunds, and other monetary transactions separately from the reservation details.

Viewing Transaction Details

To view transaction details in OpenCampground, follow these steps:

  1. Access the Transactions Section
    • In the left navigation menu, under the "Reporting" section, click on the "Transactions" link.
  2. Transaction List
    • This will display a list of completed and canceled transactions within the system.
    • The list may include details such as the transaction date, transaction type (e.g., payment, refund), reservation number, guest name, and the transaction amount.
  3. View Transaction Details
    • To view the detailed information of a specific transaction, click on the transaction entry in the list.
    • This will open a detailed view of the transaction, providing information such as:
      • Transaction ID
      • Reservation details (e.g., check-in/check-out dates, site/unit)
      • Guest information
      • Payment method and details
      • Transaction amount and any additional charges or fees
      • Transaction status (e.g., completed, canceled, refunded)
      • Transaction date and time
      • Any relevant notes or comments

By accessing the Transactions section and viewing the transaction details, you can obtain comprehensive information about the financial activities associated with reservations in OpenCampground. This can be useful for tracking payments, reconciling accounts, processing refunds, or investigating any billing-related inquiries or issues

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