In this guide, weâll walk you through the data displayed in the Jane Payments Payout Report. Weâll also share tips on reconciling your payouts with your bank statements and offer advice on troubleshooting if youâre not receiving your payouts.
Accessing the Jane Payments Payout Report
To start, you will first need to navigate to your Reports > Jane Payments Payouts to view the Jane Payments Payout Report.
This report provides a breakdown of all payouts that took place within the specified date range. Hereâs what is included in the report:
- Date Created: The processing date to which this payout corresponds. Any payments that occurred before the cutoff period (11:59 EST / 8:59 PST) on this date will be included. This is the field on which the date filter at the top of the report bases its results.
- Date Deposited: The date when the payout is deposited into your bank account. Deposits occur on a rolling basis of two business days.
- Payout Amount: The total value of the payout after fees have been deducted. This amount should match the deposit into your bank account.
- Payout Status: Indicates whether the payout is completed (paid), in transit (pending), or failed (e.g., if the bank account is closed).
Note: This report is currently limited to 100 line items, approximately six months at a time.
Now that weâve reviewed how this report works, letâs discuss how to reconcile your payouts with your bank statement.
Payout Reconciliation
Step 1: Review the Jane Payments Payout Report:
Start by reviewing the Jane Payments Payout Report and compare the payout amounts with your bank statement. For example, if a payout of $2,195.87 is shown for December 1st, ensure this amount matches the deposit in your bank account. Unlike some platforms where you might see separate line items for payouts and fees, Jane Payments deducts fees before depositing, so only the net payout amount will appear.
Step 2: Review Transaction Details
From here, if you wish to review which specific transactions are included as part of this payout, you can hop over to the Jane Payments Transactions Report for the same processing period.
Run the report for the relevant date range (e.g., November 30 - December 1) to view all transactions included in the payout.
Note that payouts may include transactions from the previous date that were recorded after the cutoff time.
Verify that the total amount paid to the clinic matches the payout amount received.
Step 3: Verify Line Items
For further confirmation, reference the âSee Transactionsâ section of the Jane Payments Payouts Report to review individual charges and refunds that make up the final payout total.
Ensure all values align with those in the Jane Payments Transactions Report, keeping in mind that amounts in the payout report reflect post transaction fee totals.
Looking at the image above, youâll notice two refunds included in this payout. To view these refunds in the Jane Payment Transaction Report, make sure the reportâs date range encompasses the date when the original transaction was recorded. For example, if a payment was made on January 1st and refunded on February 1st, you need to set the reportâs date range from January 1st to include both the original payment and the refund. Refunds processed through Jane Payments will only appear in the Jane Payments Transaction Report if the date range includes the date of the original transaction.
Issues With Receiving Payouts
If youâve recorded payments but havenât seen the payouts in your bank account after two business days, it likely means some action is needed to ensure payouts are enabled for your account.
Start by checking your Stripe Dashboard to see if there are any issues or pending requirements by following these steps:
Go to Settings > Jane Payments > Pencil on the right side of the screen.
Click Go To Stripe to access your Stripe Dashboard.
For security, youâll need to input a verification code that will be sent via SMS to the same mobile phone number that you signed up for Jane Payments with.
Once in the Stripe Dashboard, look for any banners or alerts indicating required actions or updates. These notifications will provide details on what needs to be addressed.
Contact Support:
If no required actions are indicated on your Stripe Dashboard, please reach out to our support team for further assistance. You can contact us at [email protected] or by phone at 1-844-310-5263.
When should I expect my payouts to arrive in my bank account? Head on over to our guide, âWhen do I get my Jane Payments deposits?â to learn more on this topic.