PracticeQ Payments - Payment Dashboard

Our PracticeQ Payments merchant processing service offers a dashboard for viewing processed payments, deposits, disputes, and more.

Access the dashboard by clicking More → Payment Dashboard. If you do not see this option, your user role may not have the proper permissions; check with your account admin.

Payment Dashboard Features  

• Reports: This tab allows you to generate reports for bank deposits, reconciliation, fee statements and disputes. See more details in the Reports section below.
• Payments: All processed payments are listed here, along with information such as the amount processed or refunds issued. Refunds can be initiated from the Payment Dashboard, but we do not recommend this. Instead, process refunds from invoices directly using the article Refund Invoice Payments.
• Disputes: View any payment disputes (chargebacks) initiated by your clients here. Upload files to prove the disputed transactions are valid, which is required if you want to receive your money. Typically you should upload any documents the client signed to approve their appointment/service, as well as the invoice PDF. Note: Enable notifications in More → Payment Dashboard → Settings if you would like to receive an email when a client disputes a charge. 
• Customers: Clients for whom you have processed transactions.
• Settings: In this tab, you can adjust various settings on your merchant account. If you have questions about which settings should and should not be adjusted, contact us at hello@intakeq.com.

Reports

This section is where you can run various reports on activity from your merchant account.

• Deposit Reports: View every deposit made on your account. Reports will show the transaction date, type, last four digits of the payment method, authorization code, total sale, and fee amount for each transaction included in the deposit.
• Reconciliation Reports: View the same information as the deposit reports with the addition of the customer name for each transaction.
• Fee Statements: View processing fees charged for each month. These reports populate within Stax three weeks after the month ends. They include sales total volume, monthly transaction count, interchange/assessment fees and transaction fees breakdowns. Here you can download/print the statements for your records.
• Disputes Manager: View disputed charges. Upload supporting documents and challenge disputes from credit card brands.