Mark bookings and balances as paid off-platform

You can now mark new bookings or outstanding balances on existing bookings as paid outside of Easol. This is great for keeping all your bookings in one place, regardless of how or where they were paid for. 

Note: You need to have the Manage bookings permission in order to take payments for customers. Learn more about roles and permissions.

How to mark a booking or balance as paid off-platform

1. Go to Bookings > All Bookings in your dashboard and search for an existing booking that you'd like to mark paid off-platform or create new booking.
2. Make any booking edits as needed, such as adding/removing items, applying discounts or applying a voucher code.
3. Under Balance Details, click Paid off-platform.
4. Click Confirm.

The booking is now complete! The customer will automatically receive a confirmation email.

Note: Bookings or balances marked as paid off-platform are not refundable through Easol

Reporting

When reviewing sales and payment reports for bookings paid off-platform, please note the following:

• Off-platform payments will show up in your Attempted and completed payments report as payment type: off platform, with a filter to exclude them from the view.
• Items in bookings that have been marked as paid off-platform will appear in your Sales report.
• Off-platform payments do not attract any transaction or payment processing fees, and won’t appear in your weekly Easol statement or Transactions report.