Money Received

The Money Received page provides a central view of payments recorded against event bookings.

Instead of opening individual bookings to find payments, administrators can use this page to review money received across all event reservations.

The payment information originates from payments recorded against the individual event bookings.

Opening Money Received

Open Money Received from the Cognivox administration menu.

The page displays payments that have been recorded against your company's event bookings.

Each payment represents an individual payment transaction.

A booking that has been paid using several payments can therefore appear more than once.

What the Payment List Shows

The Money Received page provides information that can include:

• Payment date
• Booking reference
• Customer
• Event
• Payment method
• Payment reference
• Amount received
• Currency

This allows administrators to identify both the payment and the booking to which it belongs.

Payment Date

The payment date shows when the payment was recorded as having been received.

For example:

24 August 2026

This is useful when reviewing money received during a particular period.

Booking Reference

Each payment is linked to its event booking.

The Booking Reference provides the customer-facing identifier for that booking.

For example:

EVT-XXXXXXXX

Use the booking reference when you need to relate a payment back to the corresponding reservation.

Customer

The customer information identifies the person responsible for the booking.

This makes it easier to recognise a payment when reviewing the ledger.

Where several customers are attending under one booking, the customer shown is the person associated with the booking rather than a separate payment record for every attendee.

Event

The Event identifies which booking event the payment relates to.

This is particularly useful when several events are accepting bookings at the same time.

For example, payments may be associated with:

Moriel Scottish Conference

while other payments relate to a different event.

Payment Method

The payment method shows how the money was received.

Depending on the methods used by your business, this may include:

• Card
• Bank Transfer
• Cash
• Cheque
• Other

This information comes from the payment recorded against the booking.

Payment Reference

Where a reference was supplied when the payment was recorded, it is displayed with the transaction.

A payment reference may represent:

• Card processor transaction reference
• Bank transfer reference
• Receipt number
• Internal payment reference
• Cheque reference

The reference can help reconcile a Cognivox payment with records from another payment source.

Amount

The amount shows the value of the individual payment transaction.

For example:

£250.00

This is the amount of that payment, not necessarily the total value of the booking.

A booking can contain multiple payments.

Multiple Payments Against One Booking

A customer may pay for a booking in instalments.

For example:

The Money Received page treats these as three separate payment transactions.

The booking itself can then show:

Total Paid: £500.00

This provides both:

• A transaction-level payment history
• A booking-level total

Partial Payments

A payment appearing in Money Received does not necessarily mean that the booking has been fully paid.

For example:

Booking Total: £500.00
Payment Received: £200.00
Balance Remaining: £300.00

The £200 payment appears in Money Received, but the reservation may remain Awaiting Payment because a balance is still outstanding.

Fully Paid Bookings

When the accumulated payments against a booking reach the required booking total, the booking can become fully paid.

An Awaiting Payment reservation can then progress to:

Confirmed

The Money Received page continues to show the individual transactions that contributed to that payment.

Filtering Payments

When reviewing a large number of payments, use the available filters to narrow the results.

Depending on the information you need to review, payments can be filtered using criteria such as:

• Date
• Event
• Payment method

This makes it easier to investigate a particular group of transactions.

Filtering by Date

Use the date filters when you need to review money received during a particular period.

For example, you might want to review:

• Payments received today
• Payments received this week
• Payments received during a particular month
• Payments received between two specified dates

Date filtering is useful for routine payment reconciliation.

Filtering by Event

When multiple events are active, use the Event filter to view payments associated with a particular event.

For example:

Moriel Scottish Conference

This allows you to review payments for that event without transactions from other events being included in the results.

Filtering by Payment Method

The Payment Method filter can be used when reviewing payments received through a particular route.

For example:

Bank Transfer

or:

Card

This can be useful when reconciling Cognivox payment records against information from a bank or external payment processor.

Combining Filters

Filters can be useful together.

For example, you may want to see:

Bank Transfer payments for a particular event during a particular date range.

This can significantly reduce the number of transactions that need to be reviewed.

Opening the Associated Booking

Where the Money Received page provides access to the booking, use the booking action to open the corresponding Event Booking.

The full booking provides additional information such as:

• Customer contact details
• Event
• Package
• Option
• Number of attendees
• Number of units
• Booking total
• Total amount paid
• Remaining balance
• Booking status
• Reservation information
• Complete payment history

Use the booking view when more information about a transaction is required.

Money Received Is a Payment Ledger

The Money Received page should be considered a ledger of payment transactions recorded against event bookings.

It is not the same as the Event Bookings page.

Event Bookings focuses on:

• Reservations
• Customers
• Attendees
• Packages
• Options
• Booking status
• Amount due and paid

Money Received focuses on:

• Individual payment transactions
• Payment dates
• Methods
• References
• Amounts

The two views complement each other.

External Payment Does Not Mean External Booking

An externally processed payment can still belong to a Cognivox booking.

For example:

1. Cognivox creates the customer's reservation.
2. The customer pays by bank transfer.
3. An administrator records that payment against the Cognivox booking.
4. The payment appears in Money Received.

This remains a Cognivox booking.

The attendees should not also be entered as External Attendees.

External Attendees are for attendee places allocated outside the Cognivox booking records.

Checking a Payment

If a payment needs to be investigated, check:

1. The payment date.
2. The booking reference.
3. The customer.
4. The event.
5. The amount.
6. The payment method.
7. The payment reference.
8. The corresponding Event Booking.

The booking's payment history can then be used to see the transaction in the context of the complete reservation.

Correcting Payment Information

Payment records form part of the financial history of a booking.

Take care when entering payment information and check the details before saving.

If payment information appears incorrect, verify it against the original payment source and the associated Event Booking before making any correction.

Payment Security

Do not enter sensitive card credentials into payment references or notes.

In particular, do not store:

• Full payment card numbers
• Card security codes
• PINs
• Authentication credentials

Use the transaction reference supplied by the payment provider instead.

Reconciliation

The Money Received page can assist with reconciliation between Cognivox and payment records held elsewhere.

For example, a bank transfer can be checked using:

• Payment date
• Customer
• Amount
• Payment reference
• Booking reference

The corresponding booking can then be opened if further investigation is required.

Current Payment Processing

Payments currently recorded in this area may have been received through another payment source and then recorded against the Cognivox booking.

Automated online payment processing can be added separately.

When automated payment processing is introduced, the help documentation can be extended to explain the additional payment workflow.

Next Step

Payments and booking confirmation are closely connected to reservation expiry.

An unpaid reservation cannot hold event capacity indefinitely.

The next help article explains Event Reservation Expiry, including how long capacity is held, what happens when a reservation expires and how Cognivox releases attendee and option capacity.