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Updated over a week ago

The Dashboard is a visual representation of all processing activity in your ClientPay portal.

  • Volume By Source (last 30 days) is a pie chart that shows you what percentage of your payments are flowing through each module.

  • Daily Volume is an area chart that shows your processing dollars each day over the past 7 days.

  • Statistics (YTD) is a line graph that shows your monthly totals for the current calendar year as well as the total income so far this year and the total number of transactions.

These totals are for informational purposes only. All volume is based on the date the payment was created in ClientPay, not deposit date. Therefore, you would not be able to use this information to balance daily deposits of reconcile monthly processing fees.

πŸ“Œ The individual data points on each graph contain hyperlinks to the Payment Manager where you can see a breakdown of the payments that make up that particular data set.

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