Gaidge Pay Reports
For practices with Gaidge Pay, there are Payment Reports.
Click on this button, takes you to the Stax Payments dashboard.
Reports
From here, you can select reports, where you can view payment methods, deposits, reconcile, fee statements and disputed charges in report format.
Payments
For a listing of payments. You can select all, refunds or failed attempts or enter an email, name etc in the search box. Click on the Filter button at the right for more options.
Available filters
Click on an item to view the payment details. At the bottom of the screen are buttons for refund, print receipt and send receipt.
More Options
Click on the triple dot menu at the top right for additional options from the Payment Details box:
Refunds
Click on the Refund button, verify the amount and click on Refund $. Voids work the same way before payment has been processed.
Sample Receipt:
Invoices
View all, overdue, outstanding or paid invoices. Click on the item to view the details.
Schedules
We are not using schedules at this time.
Disputes
For a listing of disputes.
Customers
Displays a list of all customers filtered by active or archived. Click on an item to view detail.
Click on Edit Customer to update details, if needed. You can also merge duplicates here.