Table Of Contents
- Navigating to the OrderPort Payments Dashboard
- OrderPort Payments Dashboard: Account Balances
- OrderPort Payments Dashboard: Profile
OrderPort Payments, powered by Stripe, includes a dashboard where you can view payment processing information.
Navigating to the OrderPort Payments Dashboard
Go to OrderPort Admin > Settings > Payment Processing
From here, click on the dropdown to the right of the OrderPort Payments account. That is where you will find the OrderPort Payments Dashboard.
OrderPort Payments Dashboard: Account Balances
The first part of the OrderPort Payments Dashboard is the Account Balances. Under the Money movement section, you can view information related to the OrderPort Payments account:
- Transactions
The Transactions tab displays the most recent transactions taken with this account. You can click a transaction in the list to view more information. - Payouts
The Payouts tab displays the most recent payouts from OrderPort to your company's bank account. You can click on a payout in the list to view more information and to see the specific transactions included in the payout. Payouts have a download button to view the data in an Excel file. - Fees
The Fees tab displays the most recent fees. These fees are all associated with a transaction and will share a RefID with them. You can click on a fee in the list to view more information. - Disputes
The Disputes tab displays the most recent disputes from OrderPort. OrderPort will flag suspicious looking transactions, and you will see those disputes here. You can click on a dispute in the list to view more information.
You can view the full list of each of these categories using the tabs at the top of the dashboard. These tabs also provide filtering options in case you need to search for information.
Additionally, the Payouts and Fees tabs provide download buttons so you can view the data within an Excel file.
OrderPort Payments Dashboard: Profile
The bottom section of the dashboard displays the OrderPort profile information.