Want access to even more information regarding your credit card transactions?
We've got you covered! Compass is our partner, Clearent's, transaction and deposit reporting program to find out all of your deposits, transactions, processing fees, tax documents, and statements. Reach out to email@example.com and we'll make sure you are all set up with login information.
Once we get you access, you'll be getting two emails from firstname.lastname@example.org to your Admin email with a link to create your account. In order to set that up you'll need your Merchant ID which you'll find under your Payment tab at the top on the full site. Once you set up your username and password you'll receive a confirmation email within the hour to access your new account. Feel free to bookmark this page for easy access: https://my.clearent.net/
Jump to a Section
Once you land on the Home screen, you will immediately see a section titled “Today’s Stats” which gives you access to the following:
Last Deposit Amount · Yesterday’s Total Sales · Year-to-Date Volume · Sales Volume
From the Home screen you’ll be able to navigate to the following:
Batches - View daily volume, business stats, and access detailed batch and transaction information by location
Transactions - View and search transaction information across all terminals
Funding - Complete view of deposits and withdrawal information including daily processing fees and the bank account they will be deposited in
Chargebacks - Complete view of chargeback details
Statements & Tax Forms - Easily access individual statements and/or tax forms
*Your batch for the day’s transactions are settled at 11:59pm (your timezone) each day.
Complete view of deposits and withdrawal information (You can customize date range as needed)
You will find your daily batch processing fees on the expanded view of the batch (see screenshot below)
You will also find your last four (4) numbers of the bank account attached to your account for deposits
Be sure to reach out to us or Clearent if you have any questions at all. We want to make sure you're equipped with all the tools you need to be successful and confident with your business. Here's Clearent's contact info in case you need it! 👇
Clearent: (844) 721-7300
Update Banking Account
* If there are any changes to your legal name or business entity, Clearent will want you to reapply for payment with your new Legal and banking information for IRS reporting purposes.
Once you have a login for Compass, in addition to viewing your deposits, you can also make updates to your account where your deposits land. This is handy if you get a new bank account, or simply want to change it! Here's how 👇
From your Compass account, click on "Account Settings" at the bottom of the lefthand sidebar menu and then select "Bank Account Settings"
Next, click on the green "Edit All" button to start the bank change process
Click on "Remove," and you'll be able to select "Add New Bank Account"
Fill out all the appropriate fields with your new banking information, and don't forget to select all three boxes at the bottom for Deposits, Fees, and Chargebacks.
Now it's time to upload a copy of your new banking information.
*As a heads up, Clearent will only accept pre-printed voided business checks or a DDA (Demand Deposit Account) Bank Letter. If you don't have pre-printed checks, you can reach out to your bank and ask them to draft up a DDA Bank Letter on bank letterhead, stating the full routing number, full account number, and signed by a banking representative.
Once you're finished filling out all the fields and uploading a copy of your new banking information, you can then click on the green "Submit" button at the top left of the page.
Now that you've submitted the bank change request, you'll see that your request is "pending," and you'll receive two automated email notifications from Clearent. The first notification will be that they've received your request, and the second notification will be when the change has been approved. Typically the bank change process will take about 3-5 days to complete, and the funds will continue to go into your old bank account until it's been approved and updated on Clearent's end.
As a heads up, Clearent may be reaching out via phone to make sure that you're authorizing this request to your deposit info. If Clearent has any questions during this process, they'll send you and email so keep your eyes out for that so it doesn't slow down the process.
Click on the chargeback tab to view which client and transaction are being disputed by your client's bank. For more information on what to do when you receive a chargeback check here.
Want to check out the payment reporting readily available within your Schedulicity account? Check out the Ticket, Sales Summary, and Transaction reports!
Just getting started with payments? Check out some next-steps here!
Also be sure to check out our Payments FAQ article!