Payment transaction types and statuses

This article is updated to our latest release, which is being rolled out to all Users gradually. 

If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.

ScheduleOnce has partnered with PayPal to offer payment integration through all phases of the booking lifecycle. From the initial booking through to rescheduling and cancellations, you can increase sales, generate additional revenue streams, and reduce administrative overheads.

If you've set up Payment integration, transactions made via ScheduleOnce will appear in the Activity stream with the relevant status and type (Figure 1). Transaction data is also available in the Revenue reports

Figure 1: Transactions in the Activity stream

Below is the mapping of the scenarios, Transaction statuses, and Transaction types which are displayed in the Activity stream. 

Scenario

Status

Transaction type

Menu actions

Customer schedules a booking and purchases the service

PAYMENT (SCHEDULE)

Paid

 

Process a refund

Download invoice

Customer reschedules the booking and pays the reschedule fee.

PAYMENT (RESCHEDULE)

Paid

Process a refund

Download invoice

Customer schedules a booking and purchases the service. The transaction is in a Pending status in PayPal.

PAYMENT PENDING (SCHEDULE)

Pending

Download invoice

Customer cancels the booking and automatically receives the refund for the service.

AUTOMATIC REFUND (CANCELLATION)

Refunded

 

Download invoice

Customer cancels the booking and automatically receives the refund for the service. The transaction is in a Pending status in PayPal.

AUTOMATIC REFUND PENDING (CANCELLATION)

Refund pending

Download invoice

The User processed a refund directly via ScheduleOnce

MANUAL REFUND VIA SCHEDULEONCE

Refunded

Download invoice

The User refunded the Customer via PayPal. The transaction is reflected in the Activity stream. 

MANUAL REFUND VIA PAYPAL

Refunded

 
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