{"id":1704,"date":"2024-11-21T10:22:50","date_gmt":"2024-11-21T10:22:50","guid":{"rendered":"https:\/\/team.innoquad.in\/wordpress-team\/doce-demo\/wordpress\/?p=1704"},"modified":"2024-12-12T11:26:08","modified_gmt":"2024-12-12T11:26:08","slug":"payment-tab","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/wpbookit\/payment-tab\/","title":{"rendered":"Payment Tab"},"content":{"rendered":"<div class=\"nolwrap\">\n<h2 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>The <strong>WPBookit<\/strong> <strong>Payments<\/strong> section provides a comprehensive view of all payment-related information for bookings. From here, you can easily manage payment details, including viewing individual payment records and filtering payment reports.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"867\" src=\"https:\/\/documentation.iqonic.design\/wpbookit\/wp-content\/uploads\/sites\/2\/2024\/11\/payments-tab-1.png\" alt=\"\" class=\"wp-image-1987\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Export Payments<\/strong><\/h2>\n\n\n\n<p>To export the payments list, click the <strong>&#8220;Export Payment&#8221;<\/strong> button. This feature is useful for creating backups or using the data in other applications.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1911\" height=\"945\" src=\"https:\/\/documentation.iqonic.design\/wpbookit\/wp-content\/uploads\/sites\/2\/2024\/11\/wpbookit_payment_export.png\" alt=\"\" class=\"wp-image-2896\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Advance Filter For Payments<\/h2>\n\n\n\n<p>The&nbsp;<strong>Advanced Filter Popup<\/strong>&nbsp;is designed to provide a streamlined and efficient way to refine payments data. This functionality allows users to filter Payment based on specific criteria, ensuring they can quickly access the most relevant information.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to Access the Advanced Filter Sidebar<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the&nbsp;<strong>Payments <\/strong>section from the sidebar.<\/li>\n\n\n\n<li>Click on the&nbsp;<strong>Advanced Filter<\/strong>&nbsp;button located at the top or side of the payments table.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"945\" src=\"https:\/\/documentation.iqonic.design\/wpbookit\/wp-content\/uploads\/sites\/2\/2024\/11\/wpbookit_payments_filter.png\" alt=\"\" class=\"wp-image-2894\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Customer Name\n<ul class=\"wp-block-list\">\n<li><strong>Search Field:<\/strong> Filter payments based on the customer&#8217;s name by typing in the search box.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Payment Mode\n<ul class=\"wp-block-list\">\n<li><strong>Dropdown List:<\/strong> Select the desired payment mode from the available options (e.g., Cash, Credit Card, Online Transfer).<\/li>\n\n\n\n<li><strong>Multiple Selection Supported:<\/strong> Choose more than one payment mode to filter payments accordingly.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Paid Amount\n<ul class=\"wp-block-list\">\n<li><strong>Range Fields:<\/strong> Specify a range for the paid amount by entering a minimum and maximum value.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Payment Status\n<ul class=\"wp-block-list\">\n<li><strong>Dropdown Options:<\/strong> Filter payments based on their status (e.g., Paid, Unpaid, Partially Paid).<\/li>\n\n\n\n<li><strong>Multiple Selection Supported:<\/strong> Select multiple payment statuses for broader filtering.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Action Buttons\n<ul class=\"wp-block-list\">\n<li><strong>Reset Filters:<\/strong> Clears all selected filters and resets the form to its default state.<\/li>\n\n\n\n<li><strong>Apply Filters:<\/strong> Executes the filtering process and updates the payments table to display results based on the selected criteria.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Payment Invoice<\/strong><\/h2>\n\n\n\n<p>In this section, you can print payment invoices for individual transactions. Additionally, an advanced filter feature allows you to refine your payment report based on specific criteria.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"946\" src=\"https:\/\/documentation.iqonic.design\/wpbookit\/wp-content\/uploads\/sites\/2\/2024\/11\/wpbookit-payments-invoice.png\" alt=\"\" class=\"wp-image-2000\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Print Payment Invoice<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the print button in the&nbsp;<strong>WPBookit<\/strong>&nbsp;Payment Invoice.<\/li>\n\n\n\n<li>Customize your print settings, such as destination, layout, and color options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1911\" height=\"947\" src=\"https:\/\/documentation.iqonic.design\/wpbookit\/wp-content\/uploads\/sites\/2\/2024\/11\/payment_recept_download.png\" alt=\"\" class=\"wp-image-2900\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the \u201c<strong>Print<\/strong>\u201d or \u201d<strong>Save<\/strong>\u201d button.<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Overview The WPBookit Payments section provides a comprehensive view of all payment-related information for bookings. From here, you can easily manage payment details, including viewing individual payment records and filtering payment reports. Export Payments To export the payments list, click the &#8220;Export Payment&#8221; button. This feature is useful for creating backups or using the data [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":29,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-1704","post","type-post","status-publish","format-standard","hentry","category-wpbookit"],"featured_image_src":null,"author_info":{"display_name":"Iqonic Design","author_link":"https:\/\/documentation.iqonic.design\/wpbookit\/author\/dwd3f32kd2r2rf23wf4df\/"},"children":[],"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/posts\/1704","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/comments?post=1704"}],"version-history":[{"count":1,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/posts\/1704\/revisions"}],"predecessor-version":[{"id":3866,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/posts\/1704\/revisions\/3866"}],"up":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/posts\/29"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/media?parent=1704"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/categories?post=1704"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/wpbookit\/wp-json\/wp\/v2\/tags?post=1704"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}