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Credit Card Deposits Report - Web Version

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Donna J
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Follow these steps to view credit card transactions and deposits from the Vagaro account.

Related Article: Credit Card Deposits Report - Vagaro Pro app

  1. Click your profile icon or initials, and then click Merchant Accounts.

    nav_to_merch_acct.png

  2. Select the correct merchant account under Merchant. Then select the Deposits tab to view deposits for a selected date range.

    imgpsh_mobile_save.jpg

  3. Click the calendar icon. Then set the date range by selecting the dates on the calendar. Click Submit when you are finished.

    set_date_range.png

  4. Click Apply Filters after selecting the date range.

    apply_filters.png

  5. The deposits summary. shows the following:

    • Gross Sales

    • The total amount of Fees that were deducted from the transactions

    • The total amount of Refunds and Chargebacks

    • The Net Deposit or the profit you earned (this is the amount you see in your bank statement)

      deposit_summary.png

  6. Below the deposits summary, you can see more detailed information about the deposits you received for each date, including:

    • The date you received the deposit

    • The total number of and the amount you received from swiped transactions

    • The total number of and the amount you received from typed transactions

    • The total for both typed and swiped transactions

    • The total amount of typed and swiped fees that were deducted from the transactions

    • Deducted transaction fees

    • The total amount of fees that were deducted

    • The total amount and number of refunds

    • The total amount and number of chargebacks

    • The net deposit for that date (this is what you will see in your bank account)

      dep_detail2.png

  7. Select one of the deposit rows to see more details about the deposits that went through on that day.

    dep_detail.png

  8. Once you select one of the dates, you can view more details regarding the transactions and deposits for the day.

    • The transaction date

    • The deposit date

    • The transaction number

    • The transaction type

    • Swiped/typed transactions

    • The name of the customer

    • The last four digits of the account that was used

    • The account type

    • The gross amount

    • The discount fee

    • The per transaction fee

    • Refund amount (if refunded)

    • The net amount you received for the deposit

    • A Refund button to initiate a refund of the transaction

  9. From the main Deposits page, you can export or print a copy of the deposits report. Click the download icon to export the report to an Excel spreadsheet. Click the print icon to get a paper copy.

    print_export.png

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