Payments Insider
Real insight into your transactions.
Daily Sales
View daily processing volume.
Fee Schedule
Monthly / YTD fee breakdown.
Merchant Statements
Monthly merchant statements.
Bank Deposits
Review deposits into your account.
Card Types
Visa, Mastercard, AMEX, & Discover.
Average Sales
Understand your average sale amount.
Recent Batches
Settlement amounts over time.
Declined Transactions
Transactions not approved.
Daily Sales
The Sales dashboard gives you a real-time view of your daily processing volume. Track the number of transactions, total dollar amounts, and compare performance across days, weeks, and months to identify trends and peak business periods.
Fee Schedule
The Fee Schedule report breaks down every fee associated with your merchant account on a monthly and year-to-date basis. See exactly what you're paying, from interchange pass-through to assessment charges, with full transparency into how your costs are calculated.
Merchant Statements
Access your monthly merchant statements directly from the Payments Insider dashboard. Each statement provides a comprehensive summary of your processing activity, fees assessed, and net deposits for the billing period, all in one easy-to-read document.
Bank Deposits
The Payments report lets you review every deposit made into your bank account. Match settlement amounts to specific batches, confirm deposit timing, and maintain a clear audit trail between your processing activity and your bank statements.
Card Types
See how your sales break down across Visa, Mastercard, American Express, and Discover. Understand which card networks your customers prefer, compare transaction counts and dollar volumes by brand, and use the data to optimize your acceptance strategy.
Average Sales
The Average Sales report calculates your average transaction size over any time period. Monitor whether your ticket size is trending up or down, identify outlier transactions, and use the insights to inform pricing decisions and promotional strategies.
Recent Batches
The Recent Batches report displays your settlement history over time. Review each batch's total transaction count, dollar amount, and settlement date to ensure every batch has been processed and deposited correctly into your account.
Declined Transactions
The Declined Transactions report surfaces every transaction that was not approved by the issuing bank. Understand decline reasons, spot patterns that may indicate card-testing fraud, and take action to recover lost revenue through retry strategies or customer follow-up.