PracticeQ Payments Deposit Report

Deposit reports provide information and details on deposits and withdrawals on your account. The report details the sales, fees, and net deposits.

The PracticeQ Payments Deposit report provides a detailed insight into what goes into a deposit. This includes the sales and processing fees.

From the main menu of the Payment Dashboard (More > Payment Dashboard), click  Reports, then click Deposit.

Each deposit is presented on a line item with the date, batch ID, number of transactions included in the deposit, amount, and withdrawal amounts.

You can use the date filter on the right to narrow the deposit timeframe further.

Clicking on a deposit opens the deposit entry with the individual transactions.

Clicking on the individual transaction will open the payment details for the transaction.

The deposit and withdrawal amounts will be listed at the top of the Deposit Details page. Each link will have a unique identifier corresponding to the ID on your bank account deposit line item.

The type, customer name, card number, amount, processing fee and net total are displayed.

The processing fee is the total fee associated with the transaction and can include a flat fee and rate amount. For a more detailed breakdown of the processing fees, see Fee Statements.