What's in this Article
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.
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.