The module marina office staff use to request payment from boaters, record how payments are received, and track the payment status of charges.

1. What are Transactions & Payments?

A transaction groups one or more charges into a single payment request. You can collect payment online via Stripe or record payments made in person at the marina. Each transaction tracks whether payment has been received and automatically updates the payment status of all included charges when settled. Boaters view and pay their transactions through their own Billing & Payments page.

2. How to Access It

  1. In the left navigation, expand Accounts, then select Customers.
  2. Open a customer record and select Request Payment to open the Payment not requested tab.
  3. From the charges list, select the charges to bill and submit the Request Payment form.
  4. To view or update an existing transaction, select View Payment Request # [number] or Update Payment Request # [number] from the Actions column on any charge in the Payment requested tab.

3. Key Screens and Layout

Screen / Area What you use it for Typical daily tasks
Request Payment form Create a new payment or refund transaction. Choose Payment Options, add a note, and optionally notify the boater. Send an online payment link to a boater for their berth charges.
Transaction detail view View the full transaction, its status, Payment Provider, Payment method, charges summary, and attached documents. Confirm that a payment was received and check which charges it covers.
Mark as Paid! form Record receipt of a payment made at the marina. Enter the Payment method, upload Proof of payment, and add a note. Record a cash or bank transfer payment after the boater settles at the counter.
Transactions Reconciliation Screen (marina-wide) A separate, read-only marina-wide list of all transactions across every customer, with CSV export, distinct from the per-customer Request Payment flow. Reconcile the day's payments or export a batch for accounting.
Billing & Payments (boater view) What the boater sees when they open their payment history. Shows all transactions across all marinas with tab and date filters. Help a boater on the phone find a pending payment.
Action Required tab (boater view) Shows transactions that still need payment from the boater. Guide a boater to the payment they need to complete.
Completed tab (boater view) Shows all completed transactions for the boater. Confirm to a boater that a past payment was received.
All tab (boater view) Shows every transaction regardless of status. Give a boater an overview of their full payment history.

4. Key Features

Feature What it does
Request Payment Creates a pending payment transaction for selected charges and optionally notifies the boater by email.
Request a Refund Creates a refund transaction paying money back to the boater. This is only reachable from an issued Credit Note that still has unsettled credit, there is no standalone "Request a Refund" action on the account or charges list anymore. See Charges & Pricing Adjustments and Invoices & Invoice Settings for how credit notes are created.
Online Payment - Credit/Debit Card Sends the boater a Stripe-hosted checkout link to pay by card online.
Online Payment - SEPA Direct Debit Sends the boater a Stripe-hosted checkout link to pay by SEPA direct debit online.
Payment at Marina Records a payment to be settled in person. Requires manual marking as paid once the money is received.
Payment method (Payment at Marina only) Sets how the in-person payment was made. Options are Cash, Bank Transfer, Credit/Debit Card, Check/Cheque, and Mobile Payment App. SEPA Direct Debit is an online-only method and is not offered here.
Notify the boater via email Sends an email notification to the boater when the transaction is created. Only available if the customer has an email address on file.
Notes visible to the customer Adds a note visible to the boater on their payment detail view. The field has no visible label in the form. Enter text directly in the note area (placeholder: "Add a note about this payment…"). On the boater's payment detail, the note appears under "Note from [marina name]:".
Proof of payment (optional) Attaches a PDF, JPG, or PNG file (5MB max) as evidence of payment. Files appear as downloadable links on the transaction detail view.
Mark as Paid! Updates a pending Payment at Marina transaction to completed status once the money has been received.
Edit (completed transaction) Opens the same transaction panel used for Mark as Paid!, but once a transaction is completed the form only lets you update the internal note or the proof of payment. The payment method, amount, and status can no longer be changed here.
Cancel Payment Cancels a pending transaction. All included charges return to Payment not requested status and can be added to a new transaction.
Receipt Generated automatically once a transaction completes, whether paid online or marked as paid at the marina. View it from the transaction's Edit panel, download it as a PDF, or email it to the customer.
Transaction summary table Shows every charge in the transaction with Item, Net Unit Price, Qty, Units, Tax, and Subtotal columns.
Payment Documents Shows all proof-of-payment files attached to the transaction as downloadable links.
Pay Now (boater) Takes the boater to the Stripe checkout to complete an online payment.
Retry Payment (boater) Lets the boater attempt a failed online payment again.
Marina filter (boater) Filters the boater's Billing & Payments list to show transactions for a specific marina or All Marinas.
Time Period filter (boater) Filters the boater's list by Last 30 days, Last 3 months, Last 6 months, Last 12 months, This year, or All time.

5. Statuses and What They Mean

Status / Badge Meaning What you should do next
Awaiting payment The transaction has been created but payment has not yet been received. This label appears on the marina-facing transaction detail view. Follow up with the boater or wait for the online payment to complete.
Pending The boater's view of an outstanding payment. This badge appears on the boater's Billing & Payments page. If the boater calls for help, direct them to the Action Required tab and the Pay Now button.
Paid The transaction has been completed and payment was received. All included charges are marked as paid. No action needed.
Failed An online payment attempt was unsuccessful. Ask the boater to use Retry Payment, or record a Payment at Marina instead.
Cancelled The transaction was cancelled before payment was made. All included charges have returned to Payment not requested status. Create a new payment transaction if the charges still need to be settled.