Dashboard processed transactions
BillPro displays the captured amounts for payments processed on the processed transactions chart and sheets.
To display the chart with a breakdown by Daily, Weekly, and Monthly, select the tabs at the top of the chart.
For these options, BillPro displays the following periods.
- Daily: last 2 weeks
- Weekly: last 12 weeks
- Monthly: last 12 months
The daily processed payments
To display numbers on the chart, mouse over the points.
Mouse over a chart point to display its data
The default view displays totals for the following payments.
| Indicator | Payment type | Description |
|---|---|---|
| Blue | Initial payments | Includes captured initial payments and does not include preauthorisations |
| Green | Repeated payments | Includes captured recurring payments and does not include preauthorisations. |
| Black | Captured payments | The sum of Initial and Repeated payments. It does not include preauthorisations |
| Red | Refunded payments | Payments refunded in BillPro, displayed as negative values in the charts |
For each of the above totals, you can open a breakdown panel with the following categories:
- One off (for initial payments, refunds, and all captured)
- 1 Month
- 28 Days
- 14 Days
- 1 Week
- Custom
The following screenshot displays the breakdowns for Initial and Repeated payments.
A weekly view of processed payments with a breakdown by order period
Transaction Reports and Views
You can download the full data (with additional transactions for pre-authorisations) in the Processed payments report, and you can view the transactions in Payments view. See Display all processed transactions.
Updated about 2 months ago
Check processed payments, reports, or view more dashboard panels