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Payments report over a date range

You can generate a report of all payments processed over any date and time range you choose. This includes all payments recorded against a registration, whether made online during registration or added manually later. The report covers all payments across all registration forms, such as club memberships and holiday programmes. This reporting is especially useful for reconciling payouts received by your organisation from payment gateways.

 

How to Generate a Payments Report

1. Go to your Sporty Dashboard and click the Online Registrations tile.

2. Click the Payment Report button at the top right-hand corner of the screen.

3. In the pop-up, choose:

  • The start date, end date, start time, and end time for your report.
    • Example: If your payouts are processed from 18:01 one day to 18:00 the next, select those times.
    • The default times are set to match typical daily payout periods.
  • The payment method to report on (Credit/Debit Card, POLi, or Direct Debit).
    • Note: Each payment method has a different settlement window. Run a separate report for each type for accurate reconciliation.

4. Click Export to download a CSV file to open in Excel.

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 - VostroPay/Stripe/Debitsuccess transactions (you can only have one of these enabled at a time).
  • POLi - POLi transactions.
  • Xero/MYOB - the record 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 record 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.

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