Every payment, accounted for
Payments, refunds, and reconciliation.
Secure processingPCI-ready integrationClear reconciliationMatch and resolve easilyComplete visibilityFrom payment to payoutLess manual workAutomated matching
Authorized
$12,480↑ 12%
28 transactions · vs. previous period
Captured
$28,930↑ 8%
64 transactions · vs. previous period
Refunds pending
$2,340↑ 2%
6 requests · vs. previous period
Payouts (settled)
$26,590↑ 15%
Next payout Apr 26, 2024 · vs. previous period
Transactions
| Date / Time | ID | Patient | Payment path | Amount | Processor status | Reconciliation | ||
|---|---|---|---|---|---|---|---|---|
| Apr 24, 202410:14 AM | pay_104328 | AM | Card (Visa •••• 4242) | $125.00 | Captured | Matched | ||
| Apr 24, 20249:02 AM | pay_104327 | JL | Card (Mastercard •••• 2211) | $75.00 | Captured | Matched | ||
| Apr 23, 20244:37 PM | pay_104326 | SK | Insurance (Aetna) | $210.00 | Captured | Matched | ||
| Apr 23, 202411:03 AM | pay_104325 | TW | Card (Amex •••• 1008) | $60.00 | Refund requested | Pending | ||
| Apr 22, 20242:18 PM | pay_104324 | RC | Insurance (Blue Cross) | $185.00 | Captured | Matched |
Showing 1–5 of 13 matching sample transactions (13 total)
Payout reconciliation
Match payments to bank deposits and resolve exceptions.
| Payout date | Payout ID | Processor | Total amount | Records | Matched | Unmatched | Status | |
|---|---|---|---|---|---|---|---|---|
| Apr 19, 2024 | po_20240419_001 | Stripe | $24,350.00 | 58 | 56 | 2 | Completed | |
| Apr 12, 2024 | po_20240412_001 | Stripe | $22,180.00 | 52 | 51 | 1 | Completed | |
| Apr 5, 2024 | po_20240405_001 | Stripe | $19,420.00 | 47 | 45 | 2 | Completed | |
| Mar 29, 2024 | po_20240329_001 | Stripe | $18,905.00 | 44 | 43 | 1 | Completed |
Transaction details
pay_104327Apr 24, 2024 at 9:02 AMCaptured$75.00
JLJordan LeeSynthetic patient · pay_104327
Payment details- Payment method
- Card (Mastercard •••• 2211)
- Transaction ID
- pay_104327
- Date
- Apr 24, 2024 at 9:02 AM
- Status
- Captured
- Reconciliation
- Matched
Payment timeline
- Payment recordedApr 24, 2024 at 9:02 AM$75.00 · Card (Mastercard •••• 2211)
- CapturedApr 24, 2024Reconciliation: Matched
Sample processor records. No payment, refund, payout or reconciliation is created or changed here, and "Sandbox" describes the illustrative status shown, not a connected live processor account.