Payments Dashboard
The Payments Dashboard shows payments collected, payment methods used, scheduled Autopay activity, and deposit history for firms enrolled in Canopy Payments.
Requires an active Canopy Payments account. Not visible to firms who haven't enrolled.
Use the dashboard to track cash flow, catch payment issues early, and reconcile deposits without leaving Canopy.
Table of Contents
Navigate the Payments Dashboard
If you haven't enrolled in Canopy Payments, you won't see these charts.
Click Billing, then select Payments from the slide-in menu.
Use the tabs at the top — Collected, Upcoming, Autopay, Deposits, and Refunds — to switch between payment views.
The Payments Collected and Payment Methods charts default to the last 7 days.
To change the range, click the dropdown on either chart and select This week, Last week, This month, Last month, This quarter, Last quarter, Year to date, Last year, or Custom.
For Custom, enter a Start Date and End Date (or select them from the calendar), then click Apply.
Click Deposits to see when payments land in your associated account.
Click Refunds to view and filter refund activity.
📝 The Payment Receipts table includes an Invoice # column linking to the related invoice — separate from Payment #, which tracks an individual transaction. Since one invoice can have multiple payments (e.g., partial payments), you may see several payment numbers tied to the same invoice.
Filter the Payments Dashboard
Click columns to filter by any criteria including,
Payment #
Client
Invoice #
Date
Amount
Fees Paid by Firm
Fees Paid by Client
Type
Status
View and Manage Autopay Payments
The Autopay tab lists every active autopay series for your clients, along with each series' schedule and payment method.
Click the Autopay tab.
Review the table columns:
Client — links to the client's profile.
Description — the invoice or series name (e.g., "Monthly Bookkeeping Invoice"); links to the associated invoice.
Next Payment Date — when the next charge will process.
Frequency — the recurring cadence (e.g., "Monthly on the 1st day") and payments remaining in the series.
Start Date — when the series began.
Total — the amount charged per payment.
Type — the payment method on file (e.g., Credit Card).
Hover over a row and click the pencil icon to edit that autopay series.
Click Add payment in the top-right corner to set up a new autopay series.
Export and Download Reports
Navigate to the Payments section.
Click the three-dot menu in the top-right corner.
Select Export CSV.
The report downloads as a CSV you can open in spreadsheet software.
To include batch IDs for deposit reconciliation, run this export from the Deposits tab instead — its three-dot menu's Export CSV option includes batch ID tracking.
Understand Fee Columns
Skip this section if your firm doesn't use surcharging.
If your firm uses surcharging, the Payments table includes two columns showing how each transaction's processing fee was split:
Fees Paid by Client — the portion of the fee passed to the client.
Fees Paid by Firm — the portion your firm absorbs.
Use these columns to verify how fees split on any given payment — especially useful when only part of a surcharge can be passed through.
How do I reconcile a duplicate payment in Canopy?
Canopy's Payment Reliability feature automatically flags potential duplicate payments so you can catch and stop them before they process.
In the global navigation bar, go to Billing > Payments.
If Canopy detects potential duplicates, a red banner appears at the top of the page: "There are potential duplicate payments." Click Review.
In the Potential Duplicate Payments modal, review each flagged pair and choose an action:
Approve — processes the payment as a separate, valid transaction.
Mark as Duplicate — stops the payment from processing.
Each pair shows the client, amount, date, payment method, invoice #, payment #, and who initiated it, so you can confirm which one is the true duplicate before deciding.
Click Confirm Decisions to finalize your choices.
Request Complete Payment Histories
For a comprehensive payment history across all transactions — including both business and personal accounts — Contact Support to confirm the exact request process.
Summary
The Payments Dashboard lets you track collected payments, payment methods, Autopay activity, and deposits in one place. Use the Type filter, fee columns, and CSV exports to dig into the details or reconcile with your bank records.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.