Setmore lets you view your full payment history, download PDF receipts, and refund a payment, even if the appointment's been deleted. Every cash or card payment made through your account gets logged automatically.

You can access your transaction history anytime in a printable, exportable spreadsheet, and export payment data whenever you need it for your records.

This includes payment data for every appointment tied to a transaction, even ones you've deleted from your calendar. The payment record stays put, so you can always pull up the details or issue a refund later.

1. Navigate to Settings > Payments > History. You will see a listing of recent transactions made through your Setmore account.

2. To widen or narrow the date range, click the date button at the top center, right above the table. Use the pop-up calendar to specify start and end dates, then click outside the calendar to save your settings. It may take a few minutes for the table to parse the data.

3. You may click the column headers to sort available data in ascending or descending order. You may also use the search field to narrow your results by a specific term. Click Generate.

4. And lastly, you may export the data to a .XLS spreadsheet by clicking the Download as CSV button in the top right.

1. In the Reciept column, you will find hyperlinks that open a digital receipt of the transaction in a new tab. You may print these receipts for your records.

1. In the Refund column, you may click the Refund link to open the appointment's payment details window.

Here you can refund the appointment cost back to the customer, even if you previously deleted the appointment from your Setmore calendar.

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