The Payments Dashboard is a quick way to view the activity that processed using embedded payments with InkSoft at a glance.
Please note, the dashboard excludes order activity that was not transacted via Payments (i.e. Gift Cards, orders where discounts = $0, etc.)
Date Ranges and Store Filters
- The dashboard can be viewed by a predefined time period and/or custom date range.
- You may also view for all stores or by specific stores only using the Store dropdown.
Tiles and Calculations Explained
- TOTAL SALES (Gross Sales Amount) includes the total, successful gross sales that was processed.
- This is based on the date the transaction occurred; meaning, the transaction date was between the timeframes indicated by the date selector.
- This is based on the date the transaction occurred; meaning, the transaction date was between the timeframes indicated by the date selector.
- TOTAL REFUNDED SALES includes the total successful refunded amounts processed
- This is based on the date the refund was processed; meaning, the refund date was between the timeframes indicated by the date selector
- This is based on the date the refund was processed; meaning, the refund date was between the timeframes indicated by the date selector
- TOTAL NET INCOME is calculated by taking your Total Sales (Gross Sales Amount) less Total Refunded Sales, Total Processing Fees Paid, Total Sales Tax and Total Shipping Costs.
- This is based on the deposit date of the transactions; meaning how much was deposited during the timeframe indicated by the date selector.
- Please note: the Total Sales and Total Net Income may differ based on these timing differences between transaction date and deposit date.
- Example: If your date selector is looking at the month of March, where a transaction occurred on 2/29 and deposits to the bank account on 3/1, the transaction would be excluded from Total Sales since it did not occur in the month of March but was included in March’s timeframe because it deposited in March.
- Example: If your date selector is looking at the month of March, where a transaction occurred on 2/29 and deposits to the bank account on 3/1, the transaction would be excluded from Total Sales since it did not occur in the month of March but was included in March’s timeframe because it deposited in March.
- Please note: the Total Sales and Total Net Income may differ based on these timing differences between transaction date and deposit date.
- This is based on the deposit date of the transactions; meaning how much was deposited during the timeframe indicated by the date selector.
- TOTAL PROCESSING FEES PAID is the sum of all of the processing fees paid including transaction costs, return fees, and dispute fees.
- TOTAL SALES TAX is the sum of the sales tax charged
- TOTAL SHIPPING COSTS is the sum of all shipping costs charged
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