Using D-Tools Payments to collect payments lets you view ongoing transactions and completed deposits.
Transactions
Go to Billing > Transactions to view the Transaction report, which shows the history of all payments collected for projects, contracts, and calls.
You can do the following on the Billing > Transactions page.
Click the "Refresh" icon to refresh the report.
Click the "Filters" icon and filter the report by the columns shown.
Click the "Export" icon to export the report for the current month, previous month, or a custom date range.
Check out this article for more details.
This page includes the following columns.
Column | Description |
Project/CO/Call/Contract | The exact name of the project, change order, service call, or contract for which you collected payment.
|
Milestone | The name of the payment milestone as in the payment schedule of the project, change order, service call, or service contract. |
Account | The name of the customer. |
Paid By | The name of the cardholder or the account holder for an ACH payment. |
Paid Date | The date on which the payment was made. |
Expected Deposit Date | The date the payment is expected to be deposited into the bank account. |
Amount | The amount collected via the payment. |
Method | The payment method: ACH, Apple Pay, or Card. |
Type | The type of payment.
You can see several options here. Currently, all payments show “Payin.” The other options are relevant when we enhance D-Tools Payments in future releases. |
Status | The status of the payment.
You can see several statuses here, ranging from 'Created' (payment requested from the customer) to 'Succeeded' (payment collected into your account). |
Deposits
Go to "Billing > Deposits" to view the Deposit report, which shows the history of all payments deposited into your bank account.
You can do the following on the Billing > Deposits page.
Click the "Refresh" icon to refresh the report.
Click the "Filters" icon and filter the report by the columns shown.
Click the "Export" icon to export the report for the current month, previous month, or a custom date range.
Check out this article for more details.
This page includes the following columns.
Column | Description |
Deposited Date & Time
| The date and time when the payment was deposited into the bank account. |
Amount | The amount deposited. |
Method | The payment method used—ACH, Apple Pay, or Card.
|
Status | The status of the deposit—Failed, In Review, Processing, or Succeeded. |
The following screenshot shows how Card and ACH transactions are likely to be deposited into your bank account.
Notifications for failed transactions and deposits
To investigate failed transactions, you can add Cloud users to a specific notification group. Cloud sends in-app and email notifications when transactions fail. They can investigate such instances or contact the D-Tools Cloud Support team for further assistance.
To add users, go to Settings > D-Tools Payments > Payment Settings, and add them under “Notification Preferences.”
Notifications for successful transactions
To receive notifications when transactions are successful, enable the “Payment received” notification under Settings > Account > Email Notifications.
Check out this article for more details.