How to reconcile Repeats payments – HotDoc Support

Best Practice - Medical Director (Pracsoft) - Zedmed - Helix

Question

How do I reconcile the Repeats payments information in my HotDoc Dashboard with the payments details in my Stripe or Pin Payments account?

Please follow the steps below for how to reconcile the information in the HotDoc Dashboard with your Stripe or Pin Payments account:

To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard:

Open your practice's HotDoc Dashboard and select Repeats > Reports:
Select your required date range, by selecting the start date and end date on the calendar:
Download the detailed report by selecting the green Download button underneath detailed-report.csv:
To generate the payments list from Stripe, visit your Stripe dashboard and login.
Select Payments in the sidebar to the left of the Stripe Dashboard:
Select export in the top right of the table in the Payments page:
To reconcile your payments, match the ID on the HotDoc detailed report to the Payment ID on the Stripe payments report (shown below).:

To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard:

Open your practice's HotDoc Dashboard and select Repeats > Reports:
Select your required date range, by selecting the start date and end date on the calendar:
Download the detailed report by selecting the green Download button:
To generate the payments list from Pin, visit your Pin Payments Dashboard and login.
Select Transfers in the sidebar to the left.
Export a CSV report. This will include all of the information needed, including patient name and practitioner:

Captured = TRUE refers the payment successfully being captured
Further information can be found here: https://pinpayments.com/support/transfers/reconcile