Getting Started: Viewing customer payment information

The payments dashboard allows managers to view individual payments on a granular level on a specific date or within a certain time range.

On the payments page, operators can use the filters at the top to comb through the data. The all filter shows all transactions, while the payments filter only displays successful payments. If the operator has questions regarding a refund, using the payments dashboard they can easily view who issued the refund and why. In addition, operators can view chargebacks, which GoTab disputes on their behalf. Lastly, accounts gives operators greater insight into account (house, gift card) transactions and liabilities, which are current balances.

To search for a specific payment, you can easily search the last four digits of the card that was used.

On the payment you can view the following information: 

• Tab receipt 
• Name
• Last 4 digits of the card
• Tender Type
• Payment Amount
• Processor
• Tip

In addition, you can download a csv file of your payments for a specific date range.