innRoad Payments Dashboard - Payments

Created by Alex Savchuk, Modified on Fri, Nov 14 at 10:58 AM by Alex Savchuk

Use the Payments Tab to view all Transactions processed on the innRoad Payments Gateway:

The Payments Dashboard allows you to review all payments processed for your property within a selected date range. Each row represents a transaction, including:

  • Authorizations
  • Charges
  • Refunds and Partial Refunds
  • Chargebacks

Payments Table

The table displays key information for each payment:

  • Date - The date the transaction was processed.
  • Description 
    • Reservation Payments: Reservation number and stay dates.
    • Account Payments: Account name.
  • Customer Name 
    • Reservation Payments: The guest associated with the payment.
    • Account Payments: The account related to the processed payment.
  • Status:
    • Authorized - The transaction was processed as an authorization, placing a hold on the guest's card.
    • Successful - The charge was processed successfully.
    • Partially refunded - The payment was refunded with a partial amount.
    • Refund - The full payment amount was refunded.
    • Chargeback - The client issued a dispute claim on the payment.
  • Amount - Total amount authorizd, charged, or withdrawn by refunds or chargebacks.
  • Fee - Processing fee for the payment. For Chargebacks, will include the $15 Chargeback fee.
  • Net - Final amount after fees.


You can use the following options:

  • Date Filters: Use the From and To fields to select the date range you want to review.
  • Search Bar: Quickly search by guest name or reservation number.
  • Export: Click the CSV icon to download your payment data.
  • Payment Details: Click on any row in the table to open the Payment details page.


Exporting your Transactions 

You can download your payment transactions as a CSV file, for the specified date filters.

Download.png

Click the CSV icon to start the download. The platform will process the request and download your file.  A confirmation message is displayed when your download has been completed.


The download time will vary based on the amount of data. 

For best results, we recommend limiting your date filters for up to 6 months at a time. 


Example Download:

DownlaodFIle.png

 

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