Charge review

Step by step

1. Find the charge Finance Clerk

   Finance Clerk opens Pending Charges and follows the payment's booking and member links. A paid confirmation creates the pending record with the booking.

   • Identify the member's booking charge
   • Updates Payments, Bookings, Members

2. Check the visit Finance Clerk

   Finance Clerk compares the amount with the service and the booking's session and outcome before accepting a receipt.

   • Compare amount and visit context
   • Updates Services, Sessions, Bookings

3. Record payment Finance Clerk

   Finance Clerk records a checked receipt with its date and moves the payment from Pending to Confirmed under studio policy.

   • Save receipt date and Confirmed state
   • Updates Payments

4. Resolve exceptions Studio Manager

   Studio Manager reviews a charge attached to a Cancelled or no show booking and determines whether a refund should be recorded.

   • Review refund decision against outcome
   • Updates Payments, Bookings

Finance Clerk

Handles receipts; Studio Manager decides exceptions; Booking Coordinator clarifies reservation details; Admin controls access.