The Payment Summary digest summarizes all payments processed (but not yet deposited in your bank) over the past 24 hours. The digest is sent daily at 3am UTC.
Let's break down the email's different components:
Payments breakdown
Total payments processed
The total amount of payments (the sum of all credit card and ACH payments that appear below).
Credit card payments
The amount and number of CC transactions processed.
These funds will appear in your bank account within 1-2 business days.
ACH payments
The amount and number of ACH transactions processed.
It will take up to 5 business days for these to appear in your bank account, as they must clear the ACH network first.
Invoices breakdown
Invoices issued
The amount and number of invoices issued over the timeframe. This number includes invoices that were issued during the timeframe but have not yet reached their due date (their status is 'Issued').
💡 Please note
The invoice status may change from 'Issued' to 'Paid' by the time you open the email. It is therefore possible to experience slight inconsistencies between the numbers you see in your account and in the email.
Amounts on invoices are before Anchor fee reductions ($5 per invoice).
Filter the 'Issued on' column to review the relevant invoices on your Invoices page:
Invoices that require attention
The number of invoices awaiting client approval or awaiting your data entry.
You can also find this number on the Dashboard:
The digest links directly to your dashboard, so you can easily take care of upcoming payments.