What is the Jane Payments Transaction Report?
The Jane Payments Transactions Report offers a detailed breakdown of all credit card transactions processed through Jane Payments within the specified date range, along with the total amounts for the selected period.
📍 Note: This report is only available for our Jane Payments users in North America.
💰Want to learn more about our integrated payment processing? Hop over to the Jane Payments page on our website!>
To view this report, you can head over to the Reports tab and then click on Jane Payments Transactions within the left sidebar menu.
What is included in the Jane Payments Transaction Report?
Summary:
- Date: The date and time when the transaction was processed.
- Payment Type: Indicates whether the line item corresponds to a processed card on file, a terminal payment, a refund, or a payment made through Apple Pay or Google Pay.
- Client: The name of the patient whose card was processed. If a family member is set up to access a relationship’s credit card, the person whose card is on file was used will show up here.
- Card Type: The type of card that was used (e.g., Mastercard, Visa, American Express.). Click here to see all the card types we accept with Jane Payments!
- Last 4 Digits: Last four digits of the card on file for reference. A friendly reminder that to maintain PCI compliance and keep your clients’ credit card information safe, Jane does not store complete card number information in plain text anywhere within the platform.
- Client Charge: The total value of the payment that was processed.
- Jane Payments Fee: The processing fees incurred based on the amount charged. Check out this page for more information on rates in your area.
- Amount Paid To Clinic: The amount received by the clinic after fees are deducted (Customer Charge column minus the Jane Payments Fee column).
- Payment: The unique Jane payment number associated with this transaction in Jane. Clicking on this link will redirect you to the payment itself (see below).
- Totals: Indicated at the bottom.
Like many other reports in Jane, you can print or export this report by clicking the three dots at the top right, making it easy to share with your bookkeeper or accountant.
Daily payment cut-off time
You may notice that there is an “End of Processing Day” banner in between certain transactions. Like all payment processors, Jane Payments has a daily payment cutoff time, so we can deposit these funds in a timely manner. This cutoff time is 8:59 PM pm PST/ 11:59 PM EST. All transactions that occur on the same processing date will be included in the corresponding payout.
Who can view this report?
Only staff profiles with Full Access, Front Desk, or Administrative/All Billing roles who have “Access Billing” 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 locate refunds on this report?
One final note we’d like to mention is on payment refunds. A refund line item will show up on the report for the same date as the original transaction. In the example below, a Mastercard transaction of $21.00 was processed on December 4th, but refunded on December 5th.
Both of these line items will show on the report when it is run for December 4th. In other words, the refund line item will not show as a standalone line item on December 5th.
If you are looking for a report that displays refunds on the day that they occurred, we recommend checking our standard Transactions report instead.
Where can I view my payouts? Feel free to take a peek at our guide, Jane Payments Payouts Report to learn more about this.