The Online Payments Transaction Report allows administrators to dive into payment activity. This report will showcase all online payments credit card and ACH transaction details including charges, credits, and refunds.
To open this report, tap "Billing" on the left-hand menu bar.
Next, tap "Reports" along the top header.
Tap "View Report" under the Online Payments Transactions" report.
Enter the dates you would like to review and tap "Update".
This report is designed to show you when a charge was initiated, when it was successful, and other helpful information related to the payment.
Date/Time: This is the timestamp for when payment was initiated or completed processing
Type: Indicates if the charge was initiated, successful, or failed
Charge Failed: There was an issue with this payment and it has not been successfully processed. The parent will need to reattempt payment.
Charge Pending: This is when the payment began processing. This is typically when auto-payments ran or when a parent manually tapped the "Pay" button on an invoice
Charge Succeeded: Indicates the payment has processed successfully and will be paid out in your next scheduled payout
Chargeback: Indicates the chargeback has fully processed and will be withheld from your next payout/settlement
Chargeback Received: Indicates that the initial payment has not been successful and will be reversed soon
Payout: Indicates the amount of a payout made to your bank account
If you have any additional questions about this report, please contact us at support@lineleader.com