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Payment Dashboard

Schedulicity Payment Dashboard, Update bank account, View transactions, Chargebacks, Access 1099s, Statements

Angela avatar
Written by Angela
Updated over 11 months ago

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.

*Other Integrations: Clearent here, Stripe 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:

  1. Head to Payments in your Schedulicity account -> copy Username listed

  2. Click on View Payment Dashboard link -> Enter your Username (case specific)

  3. Enter account -> Schedulicity​

  4. 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?

  1. Select Finance via the menu on the left -> select Invoices

  2. Then choose Download

  3. 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:

  1. Select Finance via the menu on the left -> then Sales to Payouts

  2. 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?

  1. Select Finance via the menu on the left -> then 1099K Completed Form

  2. Download your tax form

*1099K tax form is automatically generated during the end of January.


How to Change your Bank (payout) Account?

  1. Click on Finance -> then Payout Accounts -> You'll see the bank account set up for deposits

  2. Select the 3 dots to the right -> and choose Remove

  3. Then click Add Payout Account to add new banking information

  4. Make desired changes -> select Next to upload banking verification

  5. 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:

  1. Select Notification Settings via the left hand menu

  2. Choose what notifications you'd like to receive -> Fraud notifications -> Chargebacks


❗How do I update my Payment Dashboard password?

  1. Choose your Business Name in the bottom lefthand corner -> choose Profile

  2. 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.

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