PracticeQ Payments - Deposit Report

The PracticeQ Payments Deposit report provides details about each deposit batch, such as sales, withdrawals, and processing fees.

Access the Deposit Report

1. Click More → Payment Dashboard.
2. Select the Reports tab on the left.
3. Click Deposit.
4. Use the date filter on the right to customize the deposit timeframe.
5. Each deposit displays as a line item with the Date, Batch ID, number of Transactions included, Deposit Amount, and Withdrawal Amount.
6. Click the Batch ID of each deposit to show the individual transactions.
7. Click each individual transaction to open the payment details for the transaction.

Deposit Details

• 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, Payment Method with card number, Amount, Processing Fee and Net Total will display.
• The processing fee is the total fee associated with the transaction and can include a flat fee and a rate amount. For a more detailed breakdown of processing fees, see Fee Statements.