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  Public Ticket #3362412
Small problems easy to solve but important to fix in the financial report
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  •  9
    CARLOS ATRISTAIN started the conversation

    Dear Support Team,

    I am writing to report an issue that I am having with the finances area in Amelia bookings plugin. As you can see in the attached video, the information displayed in the listing is incorrect. By default, the status of the appointments is set to "Pending," and they are manually approved once the customer makes their payment through PayPal or on-site.

    However, when we go to make a payment for an appointment, we navigate to the finances section, where we observe information about the purchased packages and services, as well as the billing status. Here are the issues we've noticed:

    1.-The first thing we noticed is that the date displayed in the column titled "Date of Payment" is actually the date of the appointment, not the date of payment.

    2.-We also see that the billing statuses are shown as "Pending." Once we go into the details, make the payment, and change the status, everything is reflected correctly there. However, the listing still shows the status as "Pending." Even if we filter the list to show only paid reservations, the status still displays as "Pending," causing confusion. 

    3.-Additionally, when I export the information to a CSV file, the status is shown as paid, but the date of payment is incorrect.

    See the video here:

     https://drive.google.com/file/d/1E67Q2MBy02yFOuFWOLPHrO9ZoukyzXmJ/view?usp=share_link


    Please let me know if you require any further information or clarification. I would appreciate it if you could look into this matter and provide a solution as soon as possible.

    Thank you for your assistance.

    Sincerely,

    Carlos Atristain

  •  1,339
    Marko replied

    Hello Carlos,

    Thank you for reaching out to us.

    We will test this out and we will contact you once we have more information. 

    Kind Regards, 

    Marko Davidovic
    [email protected]

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