Web Dashboard: Processed Transactions Report

The Processed Transactions Report shows all of your credit card and ACH transactions, estimated deposit dates, and current status of your payments.  

Deposit times are as follows:
  - Credit card payments take 48 business hours.
  - ACH payments take 3-5 business days.

 

Here's how to run the Processed Transactions Report.

1. From your computer, type in www.invoiceasap.com.

 

2.  Click on Reports on the left navigation.

 

3.  Mouse over Payment Reports.

 

4.  Select Processed Transactions.

 

5.  A summary of all the payments and their current statuses is at the top, the detail is at the bottom.

Here is what the statuses mean:

pending:  The payment has been received.  On the InvoiceASAP Admin side, the status could be processing - posted, review, or pending - ready.  But for the merchant, the status is just pending.

held:  InvoiceASAP has marked the payment as Held.  We will do this when we need more information from the merchant.  

deposit sent:  The payment has been approved and sent to your bank.

deposited:  The funds have been deposited in the merchant's account.  

failed:  The transaction failed.

refunded:  The transaction was refunded.

disputed:  The customer has disputed the transaction.  Paystand sends InvoiceASAP the info they need from the merchant, and InvoiceASAP is responsible for getting this info and sending it to Paystand.  Paystand makes the determination about whether a dispute is successful (the funds are returned to the customer) or unsuccessful (the merchant gets to keep the charge).  Per bank rules, any ACH or eCheck dispute is automatically unsuccessful for the merchant.

 

6.  You can filter by status by clicking on the View All drop down and selecting the status you are working for.

 

7.  To change the date range click on the date drop down.

 

8.  You can Print or Export by clicking on one of these 2 buttons.

9.  Click on the "i" next to a failed status to see why the transaction failed.

10.  The reason for the decline comes from the customer's credit card company, not from InvoiceASAP or our payments partner.