Using D-Tools Payments to collect payments lets you view ongoing transactions and completed deposits.
Transactions
Go to Billing > Transactions to see the Transaction report with the history of all payments made for projects, contracts, and calls.
You can click the "Refresh" icon to refresh the report.
You can click the "Filters" icon and filter the report by the columns in the report.
You can click the "Export" icon to export the report for the current month, previous month, or a custom date range.
You will see the following columns on this page.
Column | Description |
Project/CO/Call/Contract | The exact name of the project, change order, service call, or contract for which payment was collected.
|
Term | The name of the payment term as in the project's payment schedule. |
Account | The name of the customer. |
Paid By | The name of the cardholder or the name of the account holder for an ACH payment. |
Paid Date | The date on which the payment was made. |
Expected Deposit Date | The date on which the payment is expected to be deposited to 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 will see several options here. Currently, all payments will show “Payin.” The other options will be relevant when we enhance D-Tools Payments in future releases. |
Status | The status of the payment.
You will 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 see the Deposit report with the history of all payments deposited into your bank account.
You can click the "Refresh" icon to refresh the report.
You can click the "Filters" icon and filter the report by the columns in the report.
You can click the "Export" icon to export the report for the current month, previous month, or a custom date range.
You will see the following columns on this page.
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 will likely 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. This group will receive in-app and email notifications when transactions fail. They can investigate such instances or contact the D-Tools 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
If you want to receive notifications when transactions are successful, you can enable the “Payment received” notification under Settings > Account > Email Notifications.
Check out this article for more details.