Every payment, refund and dispute in your workspace is recorded as a transaction. You can browse them all in one list, or per booking and per customer, and download a receipt or invoice as a PDF.
Before you start
Every role can see transactions except Field staff. The list is read-only: transactions cannot be added, edited or deleted here.
Browse all your transactions
Go to Operations → Transactions.
Search by booking reference, or select the filter icon to narrow the list by date, type, status or gateway.
Select a row to open its details: the booking and customer, the installment it paid, and a link to the payment in your Stripe Dashboard. For a payment you also see Refundable remaining and each refund made against it.
Select Download receipt to get the PDF.
Download documents from a booking
Open the booking and expand Payments.
On the Transactions tab, select Receipt beside a payment or refund.
On the Invoices tab, select View beside an invoice or credit note.
A customer's page has the same Transactions and Invoices tabs, covering all of their bookings.
Download links work for 30 minutes and need no sign-in, so anyone you forward one to can open the document until it expires. Reload the page to get a fresh link.
Reading the list
Type | Meaning |
Payment | Money collected toward a booking, shown with a + |
Refund | Money returned to the traveler, shown with a − |
Dispute | A chargeback on a card payment. See Handle a payment dispute |
Status | Meaning |
Pending | Known but not final, such as a refund in progress or an open dispute |
Succeeded | Final. Only succeeded payments count toward a booking's paid amount |
Failed | The charge or refund failed |
Voided | The payment attempt was canceled before any money moved |
Gateway | Meaning |
Stripe | A card or wallet payment through your connected Stripe account |
Manual | A payment you collected outside Samba and recorded on the booking |
Channel | Collected or refunded by a sales channel such as GetYourGuide |
Which documents exist, and when
A receipt exists for every succeeded payment and refund, from the first deposit. Pending, failed and voided rows, and disputes, have none.
A booking gets its invoice once it is fully paid. While it is still being paid off it has receipts but no invoice. See Set up tax and invoices.
Travelers download their own receipts, invoices and credit notes from their booking portal.
Samba also re-checks your Stripe account every hour, so a payment or refund is recorded even if Stripe's notification was missed. This is skipped while your Stripe connection needs reconnecting: see Reconnecting Stripe.