Overview:
In this video, become familiar with the key components of the Service Fusion Payments Dashboard. Learn how to access and navigate its key sections: dashboard, payments, and deposits.
Best Suited for:
- Service Fusion Payments administrators
- Back Office users participating in financial management activities
Key Components:
- Dashboard - offers at-a-glance payment metrics with adjustable time filters
- Payments - displays all processed transactions, allowing users to filter by payment type, status, and method while providing quick links to related invoices or jobs
- Deposits - summarizes received payments, including batch details, transaction history, and deposit dates
Video Summary:
Easily navigate between invoices, payments, and deposits to track financial activity. This video also highlights how to utilize browser controls for efficient navigation and emphasizes the ability to quickly access detailed payment information, including customer details and billing records.
This may vary slightly based upon processor.