Merchant Central - Payments Dashboard

Overview

The Payments dashboard provides deeper insight into all incoming payments, payout information, and transaction details.

Sections of the Payments Dashboard

1. Portal & Links Payment Summary

Shows all payments received without staff involvement - customers paying through:

• Payment links embedded automatically in emailed invoices
• The Customer Portal (for customers who have signed up)

2. Virtual Terminal & Processed Authorizations

Shows payments processed manually by your team:

• Virtual Terminal Payments — when a customer calls in and you enter their payment
• Processed Authorizations — payments collected from pre-authorized credit card holds

3. Payout Summary

Displays deposits to your bank account.

Each row includes:

• Payout ID
• Number of payments in the payout
• Payout total

Clicking a Payout ID reveals:

• Payout date/time
• Included payments
• Fee breakdown
• Payment details (amount, payer, method)

4. Detailed Payment Table

Contains three tabs:

Unsettled Payments

• Payments still processing (common for ACH)

Settled Payments

• Your full payment history
• Click a Payment ID to view full details:
  • Payer
  • Contact
  • Amount
  • Invoices applied
  • Method and date
• From this screen you can:
  • Download a PDF receipt
  • Email a receipt to up to three recipients

Failed Payments

Shows any unsuccessful customer attempts, including error messages explaining why payment failed.