How to Reconcile Credit Card Payments and Post Deposits with Payments Flex

From within RFMS select Reports>Payments Flex.

Individual reports previously associated with Cyncly Pay (settlement, reconciliation, balance, and refund) have all been consolidated into a single screen. This is the Payouts screen.

Click on any Payout to view details. These include payments, refunds, or fees associated with the selected payout.

Print the Receipt Recap report in RFMS Order Entry to compare your receipt totals to the Payout Totals.

If a discrepancy between the two reports is found, use the checkboxes on the Payout details screen to mark where these are. Details can then be viewed to help find out why the totals may be different.