With the InkSoft Payments Dashboard, merchants can use it to monitor and manage their payment activity in one place. Below highlights key dashboard features such as transaction tracking, deposits, reporting, and dispute visibility, helping merchants better understand their payment data and stay informed about the overall health of their payments account.
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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