Viewing Payments Dashboard
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 > Overview.
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.