In this overview, we'll guide you through the features and functionalities that make this dashboard an indispensable asset for managing your financial transactions.
Accessing the Payments Dashboard
To access the Payments Dashboard, you'll need admin or manager privileges within your Chariot team. This specialized space is crafted for those who need a comprehensive view of payment-related activities.
Key Features of the Payments Dashboard
Payment Information: Get a consolidated view of all payments made through Chariot. Track successful transactions and identify failed payments, understanding the reasons behind them.
Refunds Processing: Easily manage refunds directly from the dashboard. Click into transactions, scroll down, and issue refunds with simplicity. Our separate video guide can provide additional assistance.
Payouts Overview: Monitor settlements and deposits, keeping you informed about payments flowing into your account from credit card transactions.
Exceptions Handling: Address issues efficiently, especially critical ones like chargebacks. Our centralized portal streamlines the process, allowing you to upload documentation seamlessly.
ACH Transaction Insights: Stay informed about any returned ACH transactions, ensuring you have all the necessary details at your fingertips.
Why Use the Payments Dashboard?
This dedicated space offers a level of granularity beyond the main Chariot application, catering to the specific needs of owners and managers. It's the go-to solution for those seeking detailed transaction insights, efficient refund management, and proactive handling of exceptions.
Get Started with the Payments Dashboard
If you have questions about accessing this dashboard, need to grant access to another user, or have any feedback, we're here to help. Contact our support team, and we'll ensure you make the most of Chariot's Payments Dashboard.
If you have access to the dashboard already, you can access it through the link below.