1. Navigating to Savvy Pay
To access your financial overview:
Open the Reports & Analytics sidebar on the left.
Click on Savvy Pay at the bottom of the list.
2. Savvy Pay Dashboard
The Dashboard tab provides a real-time summary of your funds:
Your Balance (Real-Time)
Processing Balance: Funds currently being processed from recent transactions.
Available Balance For Payout: Funds ready to be sent to your bank account.
In-Transit (Payout in Progress): Funds that have been initiated for payout and are currently moving to your bank. You can view the Est. Arrival Date here.
Your Payouts
Total No. of Payouts Received: A count of all completed payouts to your registered card.
Total Net Payout Received: The total sum of all funds successfully transferred to your account.
3. Reviewing Transactions (Balance Report)
Click the Balance Report tab to see a granular list of every transaction processed through Savvy Pay.
Transaction Details
Each row represents a distinct event, such as a payment or refund. You can view:
Status: Shows the current state of the funds (e.g., "Pending Payout").
Transaction ID: A unique alphanumeric code for tracking (e.g., 38E9OG6A19AQ7UY3).
Financial Breakdown: Displays the Gross Amount, any Tip included, and the Net amount after fees.
Search and Filter
Use the Search bar to find transactions by ID or customer name.
Use the Filter button to narrow results by status or type.
Adjust the Date Range (e.g., Last 7 days) to see specific periods.
4. Understanding the Payout Process
The Payout Report tab displays a summary of all scheduled payouts to your registered card.
How Payouts Work
Grouping: Individual transactions are grouped into payouts and sent on a set schedule.
Processing Time: Banks typically take 2-3 business days to process these funds.
Example: If a payment is made on Feb 12, it may be paid out by Feb 14.
Reporting: A payout report is generated after the funds have been sent, meaning you may receive the funds before the formal report is available in the dashboard.