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Home/Knowledge Base/Ingenico Terminals/How do I Use Worldpay Dashboard for Reconciliation?

How do I Use Worldpay Dashboard for Reconciliation?

7 views 0 July 23, 2024 octalas

Offering detailed insights and records of Sales, Settlements, Invoices and Transactions, it allows you to quickly and easily view financial and transaction activity in an interactive and intuitive fashion.

Via the Sales & Insights page My Business Hub is able to offer you summary information with regards to your sales figures for pre-set date ranges. With Worldpay Dashboard you are able to view a more detailed breakdown of these figures as well as understand what payments will arrive in your bank account when.

Did you know…

Using Worldpay Dashboard you can download a breakdown of your transactions for use offline.

Already using Worldpay Dashboard? Login here.

Using Worldpay Dashboard for Reconciliation

When reconciling, it is vital to have quick and easy access to your sales totals, transaction breakdowns and settlement details. Worldpay Dashboard presents information from each stage of the payment process from transaction to settlement and invoicing. Within your Dashboard you can see hour by hour breakdown up to an entire year’s worth of information at once; meaning no matter how frequently you reconcile Worldpay Dashboard is able to assist you.

With Worldpay Dashboard you are able to:

  • Check Your Sales Totals
  • Check Your Transactions
  • Check Your Settlements

When Reconciling…

Use Worldpay Dashboard to get full access to your Sales totals and transaction breakdown for any given date range.

To check your Sales Totals using Worldpay Dashboard:

  1. Go to the Transactions page
  2. Select required time period form the drop-down menu
    Or
    Manually highlight required dates using the Timeline bar
  3. Your Total Sales, Sales and Refunds for the selected date will now be shown

 

Contact Us

If you can’t find what you’re looking for, our support teams are at hand to help.

You can speak to one of our webchat advisors through your Worldpay Dashboard or speak to us on:

UK: 0345 761 62 63

ROI: 1800 24 26 36

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