J
Jonelle Beveridge
Hi team,
Since the December 22, 2025 update that moved calendar payments from invoice-based to order-based tracking, a $0 "Succeeded" transaction is now automatically logged every time an appointment is created on a calendar with payments enabled — before any actual payment has been collected.
I completely understand the need for order tracking behind the scenes, but showing a $0 "Succeeded" transaction in the contact's payment history is causing real issues for our team:
  1. It clutters the Transactions tab, making it harder for staff to see at a glance whether a client has actually paid.
  2. It creates unnecessary confusion — seeing "Succeeded" next to $0.00 alongside a real payment makes staff question what's been paid and what hasn't.
  3. For businesses like ours where staff create an appointment and take payment internally over the phone, every contact ends up with a real $200 transaction AND a phantom $0 transaction sitting side by side. It looks messy and makes the data hard to trust.
Before this update, the payment history was clean and trustworthy. This change has added visual noise that doesn't help anyone.
Suggested solutions (either would work):
• Stop generating the $0 transaction entirely — the order can still be created internally without logging a visible transaction against it.
• Or, filter $0 system-generated transactions out of the contact's payment history view so they don't appear alongside real payments.
This would be a small but meaningful improvement for any business using calendar payments, especially those where appointments are regularly created by staff on behalf of clients.
Thanks for considering this — love the platform and just want the payment tracking to be as clean as the rest of it! 🙏