Credit Card Payment Summary Report

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Credit Card Payment Summary Report

Background

Patriot Software has partnered with CardConnect to offer credit card merchant services to our Accounting software customers, so that your customers have the option to pay their invoices with a credit card.  For more information, see:
Setting Up Credit Card Payments in Patriot’s Accounting Software
Accepting Credit Card Payments on Customer Invoices

Once your customers have paid invoices with a credit card, you can view their credit card payment activity on the Credit Card Payment Summary Report.  You can also issue credit card refunds here, if needed.

Using the Credit Card Payment Summary Report

Go to Reports > Accounting > Customer Reports > Credit Card Payment Summary.

The start and end date range will filter by the customer’s payment date, and will be set to the current month.  If needed, you can change these dates.

The first “Date” column is the customers’ payment date.

The Type is either a credit card payment or refund.

Issuing Credit Card Refunds

If you need to issue a refund to a customer credit card, click the “Refund” link at the end of the row for the payment you want to refund.

You will see the invoice detail for that paid invoice.  Click “Yes” to “Are you sure you want to refund this payment?”

You will see a confirmation message at the top of the report.  You will also see that this payment has been refunded in the report.

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