The Payments Dashboard only displays users who have enrolled in Canopy Payments. If you haven't enrolled in Canopy Payments, you won't see these charts.
📝 Note: The payments dashboard now includes an Invoice # column that links directly to the associated invoice. This is separate from the Payment #, which tracks an individual payment transaction. Because a single invoice can have multiple payments applied to it (for example, partial payments), you may see multiple payment numbers associated with the same invoice number.
Table of Contents
Navigate the Payments Dashboard
1. Click Billing and choose Payments from the slide-in menu.
2. The Payments Collected and Payment Methods charts default to displaying total payments collected and payment methods used in the last seven days.
3. Filter the Payments Collected chart by clicking on the in-line dropdown menu.
4. Select the applicable range you wish to see displayed. Select from:
This week
Last week
This month
Last month
This quarter
Last quarter
Year to date
Last year
Custom
5. Enter a specific Start Date and End Date or select them from the calendar provided.
6. Click Apply.
7. Filter the Payment Methods chart by clicking on the in-line dropdown menu.
8. Click Deposits to view the deposits dashboard.
Refer to this dashboard for more insight into when payments are deposited into your associated account.
9. Select Refunds to view and filter refunds.
How do I filter Payments by Payment Type?
To filter payments by Payment type, click the Type filter and select a payment type.
Options include:
ACH
Cash
Check
Credit Card
Debit Card
Other
Understanding Fee Columns on the Payments Table
Skip this section if your firm does not use surcharging.
If your firm uses surcharging, the Payments table includes two columns that show how processing fees were split on each transaction:
Fees paid by client — the portion of the processing fee passed through to the client.
Fees paid by firm — the portion of the processing fee absorbed by your firm.
Use these columns to quickly verify how fees were split on any given payment — especially useful when only part of a surcharge can be passed to the client.
