V9 - SOS Pay Payments Dashboard
The SOS Pay Payments Dashboard is accessible from within SOS Inventory. In addition to processing credit card and ACH payments, you can search the Payments Dashboard for information on specific transactions, as well as run reports.
Required user privileges for the Payments Dashboard
Access to the Payments Dashboard is restricted to SOS Inventory users who have been granted access privileges by a company administrator. To grant access, go to Company > Users. On the Users list, select +Add for a new user, or locate an existing user record and click the user's name to open their record's Edit page. Under the Sales section, check the Process CC or ACH box in the Payments line. If the user needs the ability to view the Payments list, go to the QuickBooks section and enable View payments received also. Save and close when finished.
Navigating to the Payments Dashboard
To access the Payments Dashboard:
- Go to the Payments list (Operations > Sales > Payments), then select the SOS Pay button in the upper right-hand corner of the list, directly below the Task bar:
- On the SOS Pay list, select the Go to Payments Dashboard button, which is also in the upper right-hand corner:
The Payments Dashboard menu
The Payments Dashboard has four default menus, as well as an additional menu that can be enabled by Support upon request:
- Dashboard (Home page)
- Reporting
- Transaction search
- *Virtual terminal (displays only if enabled by Support)*
- Settings
A user icon in the upper right corner is on every page of SOS Pay's Payments Dashboard. It shows your username, email address, the partner you are assigned to, as well as the option to go to the Settings section. You will also find the Logout option in the user menu.
The following subsections explain what each menu includes.
Dashboard (Home page)
The Dashboard serves as the home landing page for the payment portal. You can filter transactions by merchant, date range, transaction status, and processing network (ACH, Credit, Debit, or None - Failed)—from either the All Filters dropdown list or the separate dropdowns to the right of it. The Dashboard also summarizes several pieces of information, including total Transaction Amount, Transaction Count, and Average Ticket. The Daily Volume graph is interactive. If you select a data point, the graph displays a dotted line and text box that includes the date, merchant name, and total monetary amount processed for that day. A snapshot of the Recent Funding as well as the Merchant Statement report, round out the Dashboard tools. Clicking on Recent Funding's See More button will take you to the Funding Summary report. Selecting the View button takes you to a Merchant Statement pop-up to set the options for generating the statement.
Payments Dashboard Reporting
The Payments Dashboard allows you to run reports on funding, transactions, chargebacks, merchant statements and deposits, and ACH returns. Most reports may be exported to CSV and/or PDF for viewing and may be sorted using the arrows in the column headers. The number of total rows viewed per page can be set from 10 to 100, directly on the report page.
The Reporting menu has two sections: Report Explorer and Large Exports.
The Report Explorer main page lists each report type that is available, along with an explanation of the capabilities for each. As previously mentioned, reports can be exported as CSV or PDF files, with the exceptions of the Merchant Statement and Merchant Deposit Report, which are available in PDF format only.
The Large Exports page lists the status of large, exported reports. The system will notify you by email when a large export is ready for download.
The Payment Dashboard's Transaction Search
The Transaction Search landing page appears as shown below, with the most common search fields of Merchant, Date Range, Processing Network, and Account Last 4. Clicking on More Filters will display an additional pop-up, as seen below.
To conduct a transaction search:
- Choose the merchant/location, if assigned more than one.
- To narrow the criteria, select from the dropdown menus and/or enter data in any other filter field. (If no search criteria are selected except the merchant/location, the system will pull every transaction that has ever been processed for that merchant.)
- The search results page includes information on transaction status (Batched, Voided, Failed, Partially Refunded, Refunded, ACH Returned, or Charged Back), its amount, date and timestamp, processing network, invoice number (from SOS Inventory), account holder name, the last four digits of the account, and the customer ID. To view the details of a specific transaction, click the blue transaction ID link.
- Use the arrows in the column headers to perform an ascending or descending sort. Only one column may be sorted at a time.
- The Transaction details page includes details about the transaction, its source, processing, payment, account owner information, and reconciliation. A printable transaction receipt with a customer signature line can be obtained by selecting the Receipt link in the upper right corner.
The Payments Dashboard's Virtual Terminal
The Virtual Terminal allows you to process credit card transactions for your international customers, as well as to issue partial refunds of ACH payments. The terminal is activated by SOS Support only upon request.
The terminal page includes sections on Transaction Details, Payment Details, and a Payment Summary.
The Payments Dashboard Settings
The Settings page includes the name of the user, as well as their email address, password, phone number, time zone, language, and default merchant. Information about the user's access is also included on the page.
You can make changes to some user settings by clicking the Edit button in the upper right corner.
