Analytics Payments: Tracking Deposits

This article will show you where to find your Analytics Payments daily deposits.

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.

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!

Tracking Deposits

  1. Access your Analytics Payments dashboard

  2. Scroll to the Deposits section

  3. 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.

  1. Click into the Payments Made section of Dental Intelligence Payments

  2. 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

  3. In this section you are also able to issue refunds. Click here to learn how to do this!

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