Skip to main content

Recording a Payment

EquipDash gives you flexible ways to record payments against bookings. Whether your customer pays with a card, hands you cash, or transfers to your bank account, you can capture it all in one place.

Who Can Record Payments?​

Recording a payment requires the Bookings: Payments permission. If you do not see the payment options described below, check your role and permissions.

Opening the Payment Modal​

  1. Open the booking from the bookings table.
  2. On the booking detail page, click the Add payment button.
  3. The payment modal opens, showing the Amount Due at the top.

The payment modal showing payment method options including Card, Payment Link, Manual Payment, and Voucher

Payment Methods​

Card Payment (Stripe)​

Accept a card payment directly through the booking detail page. This requires Stripe to be connected.

  1. In the payment modal, select Credit card.
  2. The payment amount defaults to the full amount due. You can adjust it for a partial payment.
  3. Click Continue to payment.
  4. Have the customer enter their card details in the secure Stripe payment form.
  5. Complete the payment.

The payment is processed through Stripe and recorded against the booking automatically.

note

If your business is set to pass on processing fees, the customer will see the fee added to the payment amount.

Card Terminal (Tap to Pay)​

If you have a Stripe card terminal set up, you can process payments in person.

  1. In the payment modal, select Tap to Pay.
  2. Enter the payment amount.
  3. Click Process on terminal.
  4. The customer taps or inserts their card on the terminal.
  5. Once the payment is confirmed, the booking is updated automatically.

The Tap to Pay payment form with payment amount and Process on terminal button

Manual Payment (Cash, Bank Transfer, Other)​

Use manual payment to record offline payments such as cash, bank transfers, or other methods.

  1. In the payment modal, select Manual payment.
  2. Enter the payment amount.
  3. Select a date for the payment.
  4. Choose the payment method from the dropdown: Cash, Bank Transfer, or Other.
  5. Optionally add a reference (e.g. a transaction ID or receipt number).
  6. Click Record payment.

The manual payment form with amount, date, payment method dropdown, and reference fields

This simply logs that the payment was received. The money is handled outside EquipDash.

Voucher (Gift Card)​

  1. In the payment modal, select Voucher / Gift card.
  2. Enter the voucher code.
  3. Click Apply.
  4. EquipDash validates the voucher and shows the available balance.

If the voucher does not cover the full amount due, you can record the remaining balance using another payment method.

The voucher payment form with a code entry field and Apply button

Partial Payments​

You do not need to collect the full amount in one go. To record a partial payment:

  1. Open the payment modal.
  2. Change the payment amount to the amount you are collecting.
  3. Complete the payment using any method.

The booking's payment status updates to Partially Paid, and the remaining Amount due is shown on the booking detail page.

Viewing Payment History​

To see all payments recorded against a booking:

  1. On the booking detail page, click Amount paid (view transactions) in the pricing summary area.
  2. The payment history modal opens, showing each transaction with:
    • Date
    • Type (payment or refund)
    • Amount
    • Processing fees (if applicable)
    • Payment method and reference
    • Status

The payment history modal showing a table of transactions with date, type, amount, method, and status columns

Payment Statuses​

StatusMeaning
PaidThe full amount has been collected.
UnpaidNo payment has been recorded.
Partially PaidSome payment has been made but a balance remains.
RefundedThe full payment has been refunded.
Partially RefundedSome of the payment has been refunded.