Engagement: Payments Dashboard
This article will explain how to track transactions, deposits, and payment requests within Engagement Payments for offices with Clearent.
Emily Allred avatar
Written by Emily Allred
Updated this week

Engagement offers a payment solution that will give your patients the option to pay in a way that is most convenient for them. Payment requests can be sent as a link to pay via text or email, or they can be submitted through both physical and virtual terminals.

Reporting details for payments can be found in your payments module, and are categorized by:

If you are interested in adding Engagement Payments with Clearent CLICK HERE and one of our representatives will reach out to you to help you get set up.


  1. Access Payments

  2. Click the Transactions tab

  3. Select a Date Range

    1. By default, it will show you data for the transactions made in the last month

  4. Click the Actions button to mark Unassociated Transactions as Associated once you have manually updated the transaction in your Practice Management Software

    • If you use Open Dental or Eaglesoft, transactions will be automatically associated to the ledger by clicking Associate to Ledger. This can also be done in your Engagement Inbox.

    • For Dentrix users, transactions will need to be manually added to the ledger.

    • To learn how to process a refund, click here.

  5. Click the Collect Payment button to complete a transaction at a physical or virtual terminal, or to send a bulk or single payment request. For more information on payment requests, click here.

  6. In this report, you will see the payment completion date, the amount it was for, confirmation status, Transaction ID, and the last four digits of the card used. Hover over Payment Receipt to see more information.

  7. You can also send payment and refund receipts via email. Click on Send Copy while hovering over the Payment Receipt option

  8. Enter the email address of the recipient, and hit Confirm.


  1. Access Payments

  2. Click on the Deposits tab

  3. Click Select Date to set a custom date range

  4. In this report, you will see the deposit date, gross sales, total refunds, the amount that was deposited, and to which account it was deposited.

  5. Click the Arrow icon to see an itemized list of all payments made within that deposit

    1. Please allow deposit details a few minutes to propagate.

Payment Requests

  1. Access Payments

  2. Click on the Payment Requests tab

  3. Click Select Date to set a custom date range

  4. Click Collect Payment to send a payment request in bulk. For more information on sending single payment requests, click here.

  5. In this report, you will see the date the request was made, how much was requested, how much was actually paid, and the status of the request.

  6. Request Statuses are as follows:

    • Completed

    • Requested

    • Cancelled

      • Note: If a patient has an outstanding payment request and a new one is sent, the first one gets cancelled. If left unpaid, requests automatically cancel after 2 weeks.

Related Resources

The following resources will give you a more in-depth explanation on how to use Engagement Payments:

Key words: Commlogs, payment cancellation

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