Billing & Account

Step-by-Step: Checking Daily Payment Activity

Review daily payment activity in Local Business Pro. Monitor collections and catch payment issues with a quick daily check.

beginner 4 min read transactions daily monitoring payments
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Quick Answer: Set the date range to yesterday or today, review the stats cards for totals, and scan the transaction list for any failed or pending payments that need attention.

Daily Payment Check Routine

  1. Navigate to Payments > Transactions
  2. Set the date range to yesterday (or today so far)
  3. Review the Paid stats card for total collected
  4. Check the Pending stats card for processing payments
  5. Look at Failed if visible for any declined payments
  6. Scan the transaction list for anything unusual
  7. Follow up on failed transactions if needed

What to Look For

  • Failed transactions that need customer follow-up
  • Pending payments taking too long to process
  • Unexpected refunds that weren't authorized
  • Payment amounts that don't match expectations

Frequently Asked Questions

Q: How often should I check transactions?
A: Daily checks help you catch issues quickly. At minimum, check weekly.

Q: What do I do about failed payments?
A: Contact the customer to resolve the payment issue - they may need to update their card or try a different payment method.