As you receiving payments for Repeat requests using Stripe or Pin Payments, you may wish to reconcile the information in the HotDoc Dashboard with the payment details in your Stripe account.
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How to reconcile Repeats payments with Stripe
To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard.
- Open your clinic'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).:
How to reconcile Repeats payments with Pin Payments
To reconcile payments for your Repeats, firstly, please generate a detailed report through the HotDoc Dashboard.
- Open your clinic'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 buttons. You can choose a detailed report or a summary:
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To generate the payments list from Pin, visit your Pin Payments Dashboard and login.
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Select Transfers in the sidebar to the left.
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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
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Further information can be found here: https://pinpayments.com/support/transfers/reconcile