The Vantage Payments Report shows all Client Payments made in TheraNest that are tied to Credit Card transactions. It allows you to quickly see the fees for each transaction and the net deposit amount after processing fees. To download this report, please follow the steps below.
- Log in to your account.
- In the primary navigation bar, click Reports
- Under the Billing section, click Vantage Payments or Credit Card Charges.
- By Default, the Report pulls in the current Month. Adjust “Transaction Date Range” to include the entire year, January 1st to December 31st.
- Click Run Report.
- On the upper right tab, click the CSV and PDF buttons to download the report.
- Upload this report to Heard