Your Analytics Payments Dashboard includes a daily breakdown of your deposits made with Analytics Payments.
Watch this short video to learn more about tracking your daily deposits!
Access your Analytics Payments dashboard
Scroll to the Deposits section
This will include the Deposit Date, Payment Amount, Fee's deducted, Any Refunded Amounts, Any Chargeback Amounts Total Deposit Amount, and The Account it was Deposited to
For more information regarding Fee's, refer to this article
Reminder: Deposits are completed in Daily Batches. These will be deposited 2 Business Days after the payment is completed by the patient
Viewing Payments Made
The Payments Made section is slightly different as this section will include Pending & Deposited Payments made through Dental Intelligence Payments. This can be viewed for any date range selected.
Click into the Payments Made section of Dental Intelligence Payments
This will include the Patients who have made payments. Additional information that can be sorted includes the Guarantor, Amount, Deposit Date, Attempt Number, Transaction ID, Payment Type, as well as the User who requested the payment
In this section you are also able to issue refunds. Click here to learn how to do this!
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