When a guest transaction is completed, it will be visible in the Incentivio Dashboard, as well as the Stripe Dashboard within two business days from the date of the transaction.
Contents
Viewing Transactions in the Incentivio Dashboard
To view transactions in the Incentivio Dashboard, you will need to log into your account. The URL will be the name of your brand followed by dashboard.incentivio.com i.e. myrestaurant.dashboard.incentivio.com.
Once you've logged in, click 'Payments' and click 'Transactions' to see all sales for your location.
You can use the filters below to find specific transactions or limit the number of transactions shown.
-
Payment Type
- Orders - Guests who check out using a debit card, credit card, or cash.
- Gift Card Purchase - Guests who purchase and add an amount to a new gift card
- Gift Card Reloads - Adding an amount to an already activated gift card
- Scan to Pay Orders - Guests who check out using the QR code on their app to pay with their connected credit or debit card.
-
Status
- Successful - The authorization was successful and the payment was captured
- Refunded - The full amount was returned to the customer's payment method
- Partially Refunded - A portion of the total was returned to the customer's payment method
- Refund Pending - The refund is currently in process but has not been completed
- Refund Failed - The refund was processed but could not be returned to the customer
- Payment Failed - The payment method could not be authorized and the payment was unsuccessful
Clicking on a transaction will show you all of the details including the total amount, transaction date, and payment details.
The Transactions Report provides a sales summary for a specific timeframe, as well as the card mix showing the sales for each type of credit card. You can also click the 'Export' button to download a CSV file with the information.
Viewing Transactions in the Stripe Dashboard
The Stripe deposits can be seen in your Stripe dashboard by logging into your account and clicking on 'Balances'.
Please note: There is a 7 day waiting period for the first payout. This delay is necessary for risk mitigation and cannot be waived under any circumstances.
Any updates made to payout timing or method during this time will take effect after the waiting period. Please refer to your estimated payout schedule in the Dashboard.
The Balances screen will show you all upcoming deposits for a specific date range. You can either choose a set range, as shown in the screenshot below or enter a customer date range.
After entering the specific date range you would like to see transactions for, you can click on the 'Payout expected to arrive...' link to see the details of the transfers being sent.
Reporting in Stripe
To access the reporting tools, you can click on 'Reports' under the 'Reporting' heading.
The Balance Summary shows the total balance transfer for a particular date range minus any associated fees.
Clicking 'Schedule' allows emailed reports to be generated on a daily, weekly, or monthly basis and sent to the email address you are currently logged in with.
The 'Balance Change from Activity' report shows the total fees and refunds for the selected date range and the 'Payouts' report shows the total amount transferred for the selected date range.
To have a CSV copy of the report generated, you can click the 'Download' button next to each of the report titles. You can either choose a summary or an itemized report and which columns are included in the report.
Stripe transfers occur in UTC (Universal Time) and are not shown based on the timezone of your location. To match up the transfers being sent with the sales, you will need to change the timezone in the Incentivio dashboard to UTC.
In addition, Stripe transfers are only sent on business days, so sales for weekends and holidays will be included on the next transfer the following business day.
For questions or help with navigating the dashboard or reconciling Stripe transfers, please reach out to our Technical Support Team by emailing support@incentivio.com