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View payment history, get receipts, and refund deleted appointments in the app

Export a full spreadsheet of every card or cash transaction, pull PDF receipts, and issue refunds, even for appointments you've already deleted.

In Setmore, you can view your full payment history, download PDF receipts, and refund a payment, even if the appointment's been deleted. Everything lives in one place under Settings.

Every cash or card payment made through your account gets logged automatically. You can access your complete transaction history anytime in a printable, exportable spreadsheet, and export payment data whenever you need it for your records.

Accessing your payment history (web)

  1. Go to Settings > Payments > scroll down to Payment History. You'll see a list of recent transactions made through your Setmore account.
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  2. Use these filters to narrow down the transaction or sale you're looking for:

    1. Date range: Click the date button above the table to widen or narrow your range. Pick a start and end date on the calendar, then click outside it to save.
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    2. Customer: Click Customer to search transactions by a specific customer.
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    3. Booking ID: Every appointment gets a unique Booking ID, shared with the customer in their booking notifications and reminders. You'll find it in the appointment window. Search by Booking ID to pull up that exact transaction.

    4. Status: Filter by payment status, pre-paid, paid, or pending, to quickly see what's still outstanding.
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    5. Click any column header to sort ascending or descending. Use the search field to narrow results by a specific term.
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Accessing your payment history and share receipts (mobile)

  1. Go to Settings > Payments
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  2. Select Payment History to see a list of recent transactions made through your Setmore account.
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  3. Click any transaction to view its full details.
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    4. In the pop-up, you can choose to issue refund, or share receipt.
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FAQs

Can I refund a payment after deleting the appointment?

Yes. Setmore keeps the payment record even after you delete the appointment from your calendar, so you can still process a refund.

Where do I download my full transaction history?

Go to Settings > Payments > History and click Download as XLS at the bottom of the Payments section on web or desktop to export your complete payment history as a spreadsheet.

How do I get a receipt for a past payment?

Open Settings > Payments > History, find the transaction, and click View in the Receipt column to open a printable PDF receipt.

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