Welcome to the Payment Dashboard where you can manage your payments, bank account for deposits, dispute chargebacks, and more 🚗.
*Need to Apply for Payment Processing, head here.
Access the Payment Dashboard & Find your Login:
🌟 Once approved for processing with Schedulicity Pay, you'll receive an email from Adyen (our payment partner). Follow the steps from the email, or check out the steps below to login:
Head to Payments in your Schedulicity account -> copy Username listed
Click on View Payment Dashboard link -> Enter your Username (case specific)
Enter account -> Schedulicity
Then enter your Password or Reset your password if needed
Navigate your Payment Dashboard:
Home
An overview of your transactions and sales
Any tasks and to do's
Payments
Search credit card transactions, collected via Schedulicity Pay.
The PSP Reference Number is listed as the Adyen Transaction ID in your transaction details in Schedulicity. Use that number to search in the Dashboard.
Disputes (Chargebacks)
This section shows a list of any disputes from a client.
To defend a dispute -> click on the payment.
Required documents will vary and depend on the reason for the dispute.
There will be a $15 dispute fee for each chargeback.
For more chargeback details, check out this article 📰
Finance
💰 The finance section, lay out details deposits, Statements, 1099K Tax Form, as well as Bank Changes.
*Reports can be exported to Excel or csv.
How do I find my Monthly Statement?
Select Finance via the menu on the left -> select Invoices
Then choose Download
Statements post the first of each month
How do I track my Deposits & Fees?
Track pending sales, payouts, and fees via the Sales to Payouts report:
To see Transaction Fees for each deposit:
Select Finance via the menu on the left -> then Sales to Payouts
Click on Payouts tab -> Set date range -> Click on the Column in the graph -> scroll down to see Fees for deposits
How do I find my Tax Form?
Select Finance via the menu on the left -> then 1099K Completed Form
Download your tax form
*1099K tax form is automatically generated during the end of January.
How to Change your Bank (payout) Account?
Click on Finance -> then Payout Accounts -> You'll see the bank account set up for deposits
Select the 3 dots to the right -> and choose Remove
Then click Add Payout Account to add new banking information
Make desired changes -> select Next to upload banking verification
Once uploaded choose Submit
Accepted Banking Documents for Upload:
Deposit ticket or form
Bank Statement
Screenshot of online banking environment
Official email or letter from your bank
🌟 Document must be issued in the 12 months -> must contain your legal name as the account holder -> full account number and routing number visible. (Uploads Supported: JPG, JPEG, PNG, PDF. Size up to 4 MB. Maximum 1 page).
❗ Once submitted, your Bank Change is forwarded to the Adyen team for approval. They will review the within 2 business days.
More Reports
1.Aggregate settlement
Payments settled over multiple days. Payments are separated by the card type and/or payment methods.
2.Settlement details
Contains every payment that was settled on one or multiple days -> generated daily
3.Interactive Payment Accounting
Provides a full overview on financial status changes, events and modifications of every payment that was processed
4.Terminals
See which payment devices/card readers you own
5.Stores
Shows your account
How do I subscribe to System Messages 📫 ?
Subscribe to all system messages or just the ones you need:
Select Notification Settings via the left hand menu
Choose what notifications you'd like to receive -> Fraud notifications -> Chargebacks
❗How do I update my Payment Dashboard password?
Choose your Business Name in the bottom lefthand corner -> choose Profile
Click on the pencil icon to Edit -> Save
*You can also manage multi-factor authentication here as well.
🙋♂️ For more help with the Payment Dashboard please reach out to Customer Support here.