You can generate a report of all payments processed over whatever date range you wish.
This includes all payments recorded against a registration regardless of whether the payment was made online during the time of registration or recorded manually by you against the registration later.
Importantly, the report includes all payment across all registration forms (e.g. club membership, holiday programmes, etc). This report is useful for reconciling against bulk payouts that come into your bank account from a merchant services gateway.
1. Go to your Sporty Dashboard and click the Online Registrations tile.
2. Then click the Payments Report button at the top right-hand corner of the screen
3. Enter your desired date range in the pop-up box and click Export.
The report output is a CSV file which opens in Excel. For example:
Status
- Success - A successful payment made during registration.
- Processing - An unsuccessful payment (the payment amount will not be displayed). Note that if you have set your registration form to make payment mandatory, then you will not see any records with unsuccessful payments in your database.
Payment Method
This shows the method used to process the transaction.
- OneOff - Stripe/DebitSuccess transactions (you can only have either one of these enabled at a time).
- POLi - POLi transactions.
- Xero/MYOB - the records has been marked as paid in Sporty because you marked it as paid in Xero or MYOB and this updated Sporty accordingly.
- Manual - this means you recorded a manual payment against the registration in your database (for example, if you had been paid outside the system in cash or through online banking independently from Sporty). You can records payments manually against a registration in the Online Registrations area and also through SuperCRM via the Financial tab when you drill into a person's profile.
For information on how to enable online payments, see www.sportspay.co.nz.