If your location in Tripleseat integrates with a third-party payment processor (like Stripe, Square, or Fiserv), that means your guests are able to authorize their Credit Card via the Tripleseat Guest Portal and pay online via that third party. Because you must have a subscription with that third-party software, you may always sign in directly to that other platform to view payment and payout information. However, you are also able to generate a report in Tripleseat with information about any online transactions processed via the integration. This article will explain how a Customer Admin, the highest level user role, may run a Transaction History report in Tripleseat.
To generate a Transaction History Report, a Customer Admin should:
- Go to Settings > Online Payments.
- Click Transaction History to the right of the integration they wish to report about.
- Use the dropdown to select an interval of time. When you do so, Tripleseat will email you a list of online payments processed or paid out during that period.
- Go to your email inbox. Open the file with that transaction data.