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Viewing a Transaction Report

Joe S.
  • Updated

  Permissions! Clinic Staff must have Administrator Permissions assigned in order to manage Credit Card Accounts.

In this article, you will find the steps needed to help you view a transaction report.

Viewing Transaction Report

  1. 1. Go to Reports and select Reports
  2. 2. Scroll down to find Posting and select Credit Card Transactions
    Void_CC_Payment.1.png

  3. Select the date range of the report.
    TransRpt.2.png

The Net amount is the gross minus the percentage and per-transaction fee.  This is the amount that gets deposited into your banking account.

TransRpt.1.png

 

 

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