Monitor business performance, track payments, and manage refunds or exports with powerful dashboard insights and transaction tools.

Overview

This guide explains how to track your business performance using the dashboard, locate and verify payments, and manage transactions efficiently. You’ll learn how to interpret payment statuses, process refunds or voids, and access detailed financial data when needed. Additionally, it covers how to export payment records for reporting and analysis, helping you stay in control of your business finances.

Viewing Business Performance & Profits

To view your business’s financial state.:

1. Click the Dashboard tab from the left-hand navigation menu.
2. Define the timeframe using the dropdown menu in the center to toggle between Today, Week, Month, Year, or Lifetime.
3. You will see the payments graph in green, representing your net income.

Note:
You may click the Settled toggle below the total amount to see only the funds that have completed processing.

4. You may perform any of the additional actions:
   • View the Customers Graph to see unique customer counts.
   • Use the Activity Graph to find "peak hours" or "peak days" to help determine staffing needs during high-volume windows.

Note:
You may learn more about this process in the Dashboard portal guide.

Locating and Verifying a Payment

To vi

1. Select Payments from the left-hand menu to view the chronological transaction list.
2. Search & Filter:
   • Type the Reference #, Invoice #, or Customer Name into the search bar.
   • Click the Down Arrow (▼) to the right of the search box to filter by specific criteria (e.g., Status or Source).
   • Click Apply to update the list.
3. Interpret Status Icons:
   • Yellow Icon: Authorized but unsettled (can be Voided).
   • Closed Green Icon: Settled (can be Refunded).
   • Red Icon: Declined (transaction failed).

Note:
You may learn more about this process in the Payments portal guide.

Processing a Refund or Void

1. Locate the specific transaction in the Payments list.
2. Click the green Reference Number to open the Payment Detail window.
3. Choose the appropriate action:
   • Void: Use this if the payment is still unsettled. This cancels the transaction before funds are pulled from the customer.
   • Refund: Use this if the payment is already settled. This returns the funds to the customer’s original tender.
4. Verify History: To see a timestamped log of the refund/void, click Show Advanced and scroll to the History section.

Note:
For B2B transactions or detailed accounting audits, you may need to access advanced financial data and L3 data. To do so:

1. Open the Payment Detail for the chosen transaction.
2. Click Show Advanced to view the Batch Number, Tax Exempt status, and Tax Amount.
3. Click Payment-level L3 Data to view shipping-related financials:
   * Freight/Duty Amounts: View shipping and customs charges.
   * Destination Details: View the Destination Country and ZIP code for the shipment.

Exporting Data

To export payment information, such as for financial reports:

1. Navigate to the Payments page.
2. Apply filters to isolate the specific date range or payment type you need.
3. Click the Export icon in the top right corner.
4. The system will generate an Excel spreadsheet containing the data currently on display for your records.

Note:
You may learn more about payments, payment processing and data exports in the Payments portal guide.