Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to read the Payments Overview: the summary cards, the lists below them, and how to choose which payment methods appear. The Payments Overview is a quick view of your practice's payments. It covers the time period shown in the date switcher.

The summary cards run across the top. Total Revenue is what you collected in that period, minus refunds. Below it is the number of transactions. Card, Cash, Check, and ACH show how much you collected by each payment method. Card includes both terminal and manual card entry, and counts each payment at its full amount, even if it was later refunded. Refunds shows the total you refunded. Declined shows how many payment attempts were declined. It's a count, not a dollar amount.

Below the cards, each one has its own list, starting with Card Payments. Each row shows the amount, description, status, source, and date. Point to an amount to see what was requested, captured, and refunded. Scroll down for Cash, Check, and ACH Payments, then Refund Payments and Declined Payments.

Cash, Check, and ACH only appear when your practice takes those payments. To choose, click Settings. Under Payment and Receipts, switch Cash Payments, Check Payments, or ACH Payments on or off. When one is off, its card and its list are hidden from the Payments Overview. That's how to read the Payments Overview in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.