The Payment Processing Dashboard shows information about your bank accounts that can accept electronic payments (ACH, credit card, and debit card). Before your organization can accept electronic payments, you must first complete payment processing setup. During the setup process, you specify for each of your organization's bank accounts the types of payments your organization accepts and whether your organization or your customers pay processing fees. You can manage your accounts from this screen after you have completed the setup process. For more information, see Setting up payment processing.
TIP: You can click each tile to see more information about the accounts in that category. Click the Refresh button on each tile to update the tile with the most recent data.
The following graphic shows an example of the Payment Processing Dashboard screen:
Attention Required | Number of accounts whose test transactions failed due to data entry errors or bank account setup issues, such as blocks on the account. |
Verify Accounts | Number of ACH accounts that are ready for penny test verification.
TIP: Click this tile to complete the penny test verification for your accounts. |
In Progress | Number of accounts the payment processing team is currently verifying. |