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PAYMENTS INSIDER
Payments Insider is a free interactive tool that provides real-time, actionable data at your fingertips to manage your merchant account in one central location. Registration requires knowledge of certain account parameters and two-step authentication from an auto generated email to the email address on file.
LATEST STATEMENTS
View and analyze recent merchant statement. Previous merchant statements are also available to download.
Options (View / Download)
Most recent statement
Last 3 months
Last 6 months
Last 12 months
Current calendar year
PAYMENTS
View and analyze the most recent deposit into your account. You'll also see if the deposit was affected by any adjustments, chargebacks, or fees.
Options (View)
Yesterday
Last 7 Days
Last 30 Days
Year to Date
RECENT BATCHES
View and analyze the most recent batches. The report provides a basic overview and a detailed report with custom search and export features.
Options (View More)
Batch ID
MID (Merchant ID)
Settled Date
Count (Transaction Count)
Payment Amount
DECLINED TRANSACTIONS
View and analyze declined transactions.
Options (View)
Yesterday
Last 7 Days
Last 30 Days
Year to Date
Last 12 Months
SALES
View and analyze your total sales for the month. The interactive graph allows you to hover over each date to see the total sales for that day.
Options (View)
Last 7 Days
Last 30 Days
Year to Date
Last 12 Months
FEE SUMMARY
View and analyze the most recent card processing fees, PIN debit charges, card association fees (similar to taxes), authorization fees, and other fees. The interactive graph allows you to hover over each fee to view the specific expense. Monthly and YTD totals are displayed.
Options (None)
SALES BY CARD BRAND
View and analyze the distribution of card types by brand (VI = Visa, MC = MasterCard, AX = American Express, and DI = Discover).
Options (View)
Yesterday
Last 7 Days
Last Month
Year to Date
AVERAGE SALE
View and analyze the average sale. You'll also see the percentage change (increase or decrease) from the previous day, as well as they highest sale and lowest sale for the selected time period.
Options (View)
Yesterday
Last 7 Days
Last Month
Year to Date
TRANSACTION SEARCH
View and analyze specific transactions based upon a date range or predefined time period. You can also search by card number, minimum amount, maximum amount, or authorization code.
Options (View)
Yesterday
This Week
This Month
This Year