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Payments

In this tutorial, you will learn how to:

  • Switch between the Payments and Refunds views
  • Filter payments by date range and other criteria
  • Search for and copy payment IDs, provider IDs, and client information
  • Understand payment descriptions, taxes, and item IDs
  • Check payment statuses and identify failed or canceled payments
  • Navigate through payment records using pagination
  • Export payment records to CSV

The Payments dashboard can help you:

  • Keep track of customer payments in real time
  • Investigate failed, canceled, or pending payments
  • Reconcile payments with providers such as Stripe
  • Export payment data for accounting and bookkeeping

Payments Dashboard​

The Payments dashboard shows all transactions processed through your Bookla account.

  1. Log in to your Bookla Platform account.
  2. Go to the Payments section.
  3. Use the tabs in the top left corner to switch between the views:
    • Payments shows customer transactions and payment attempts.
    • Refunds shows requested, pending, and completed refunds.

Filtering and Exporting Payment Records​

You can use the filters to find specific payment records or view payments from a particular period. Once you have applied your filters, you can also export the results as a CSV file.

Setting a date range and filters​

  1. Find the controls in the top right corner of the dashboard.

  2. Click the Date Range Picker (for example, 09/25/2026 - 09/26/2026).

  3. Select the start and end dates you want to view.

  4. Click Filters to add additional criteria. You can filter by:

    • "Client ID"
    • "Item ID"
    • "Transaction ID"
    • "Status"

  5. Click Apply Filters.

Exporting Payments to CSV​

  1. Set the Date Range and Filters you want to use.
  2. Click the Export CSV button.
  3. Select the place where you want to download the file.

Payment Details​

Each payment record contains information that can help you identify the transaction and understand its current status:

  • ID: Unique ID generated for the payment attempt
  • Description: Details about the booked service or product
  • Client: Client details, including the name and Bookla Client ID
  • Status: Payment status
  • Amount: Total amount charged for the transaction
  • Tax: Applied tax percentage
  • Item IDs: Unique IDs of the items included in the payment
  • Provider: Payment provider
  • Provider ID: ID assigned to the payment by the payment provider
  • Reference ID: Reference ID associated with the payment or booking
  • Created At: Date and time when the payment was created

Payment Statuses​

  • paid_successfully: The payment was completed successfully and the booking or purchase is confirmed.
  • created: The customer has started the checkout process but has not completed the payment yet.
  • pending_refund: A refund has been requested and is still being processed.
  • failed: The payment was not completed, for example, because the card was declined or there were insufficient funds.
  • canceled (Red): The payment was canceled before it was completed.
  • refunded: The payment has been fully refunded to the customer.
  • payment_url_failed: A payment URL or checkout session could not be created.

Conclusion​

You now know how to navigate the Payments dashboard, filter and export payment records, understand the information shown for each transaction, and check different payment statuses in Bookla.