IN BRIEF
Learn about the PAYMENTS page and how you can use it to view information about Payouts, as well as individual Transactions.

The PAYMENTS view is only available for customers who have been migrated to iClassPro's new payments platform.

• Overview
• Staff Permissions
• Payouts view
• eCheck Returns view
• Transactions view
• Disputes view
• Statements view

Overview

The PAYMENTS page allows you to access information about individual payment transactions, as well as Payout information once those transactions have settled.

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Staff Permissions

To access the PAYMENTS page and its different views, staff must be granted either "Admin Access", or the following specific permissions:

• PAGE permissions
  • Payments Page (None/Full)
• TASK permissions
  • View Gateway Transactions (None/Full)
  • View Payouts (None/Full)
  • View Disputes (None/Full)
  • View Statements (None/Full)

For more information about configuring staff permissions, see our "How Do I Configure Staff Permissions and User Groups?" document.

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Payouts view

The “Payouts” view allows you to view information about payout batches, including: Date, Status, Sale Count, Refund Count, Chargeback/Return Count, Net Sales, Chargeback/Return Amt., Total Fees, and Net Amount.

• Click here for full details on accessing the “Payouts” view and the information that is displayed there.

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Transactions view

The “Transactions” view allows you to view information about individual payment transactions, including: Actions, Ref ID, Transaction ID, Transaction Date, Payout Date, Type, Payment Type, Last Four, Customer Name, Amount, Processing Fees, and Net Sale.

• Click here for full details on accessing the “Transactions” view and the information that is displayed there.

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eCheck Returns view

The "eCheck Returns" view allows you to view information about individual eCheck returns, including: Transaction ID, Amount, Reason, Family Name, Email, and the date on which the return was received.

• Click here for full details on accessing the “eCheck Returns” view and the information that is displayed there.

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Disputes view

The “Disputes” view allows you to view information about individual chargebacks/disputes, including: Ref ID, Dispute ID, Amount, Status, Reason, Family name, Email Address, “Disputed On” date, “Respond By” date, and an indicator as to whether supporting evidence has been uploaded.

• Click here for full details on accessing the “Disputes” view and the information that is displayed there.

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Statements view

The “Statements” view allows you to download copies of your Merchant Statements for previous months.

• Click here for full details on accessing the “Statements” view and the information that is included on the Merchant Statement.

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