The Payments Dashboard provides a snapshot of recent transactions and payment values.
- Sign in as described in Accessing the Client Portal and navigate to Collect.
The Payments Dashboard page appears.
The dashboard shows:
- Created Payments, Completed Payments, and Created Refunds.
- Value of Payments.
- Value Per Payment Method.
- Last 10 Expired Payments.
- Last 10 Refunded Payments.
- Do one or more of the following:
- To modify the display, select values for Country, Currency, Timeframe, or View By.
- To see details, hover over the image or transaction you want.
Updated 24 days ago