What is the Jane Payments Payouts Report?
The Jane Payments Payouts Report provides a breakdown of all payouts that occurred within the specified date range.
📍 Note: This report is only available for our Jane Payments users in North America.
To view this report, you’ll need to head over to the Reports tab and then click on Jane Payments Payouts within the left sidebar menu.
What is included in the Jane Payments Payouts Report?
Summary:
- Date Created: The processing date that this payout corresponds to. Any payments that occurred before the cutoff period (8:59 PM PST/ 11:59 PM EST) on this date will be included. This is the field that the date filter at the top of the report bases its results on.
- Date Deposited: The date the payout has been or will be deposited into your bank account. Deposits are processed on a two business day rolling schedule.
- Payout Amount: The total value of the payout after fees have been deducted. This amount should match what is deposited in your bank account.
- Payout Status: Indicates whether this payout has already occurred (paid), is in transit (pending), or failed (such as if your bank account has been closed, and we can’t deposit funds to it).
If you click on the blue See Transactions Link, you can review all of the individual charges and refunds that make up the final payout total. Keep in mind that these values are after fees have been deducted, so you’ll want to reference the “Amount Paid to Clinic” column of the Jane Payments Transactions Report to identify the payment.
📍 Note: This report is currently limited to 100 line items, which is approximately 6 months at a time.
Who can view this report?
Only staff profiles with Full Access, roles enabled in the Permissions & Commissions section of their Staff Profile will be able to view this report. You can learn more about access levels in our guide: Staff Access Levels
How do I reconcile my payouts? Head on over to our guide, Investigating Your Jane Payments Payouts to learn more about this!.