Step-by-Step: Checking Daily Payment Activity
Review daily payment activity in Local Business Pro to monitor collections and catch any payment issues early.
Quick Answer: Set the date range to yesterday or today, review the stats cards for totals, and scan the transaction list for any failed or pending payments that need attention.
Daily Payment Check Routine
- Navigate to Payments > Transactions
- Set the date range to yesterday (or today so far)
- Review the Paid stats card for total collected
- Check the Pending stats card for processing payments
- Look at Failed if visible for any declined payments
- Scan the transaction list for anything unusual
- Follow up on failed transactions if needed
What to Look For
- Failed transactions that need customer follow-up
- Pending payments taking too long to process
- Unexpected refunds that weren't authorized
- Payment amounts that don't match expectations
Frequently Asked Questions
Q: How often should I check transactions?
A: Daily checks help you catch issues quickly. At minimum, check weekly.
Q: What do I do about failed payments?
A: Contact the customer to resolve the payment issue - they may need to update their card or try a different payment method.
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Last updated: February 1, 2025