The Applied Pay Dashboard displays recent payments, monthly volume, and recent payouts.
From Applied Epic, navigate to Access > Applied Pay Portal.
The Daily Balance section displays the daily balances for up to three merchant accounts. The merchant accounts display in order by registration date. Click View All Merchant Account Balances to navigate to the Daily Balance page.
The Recent Payments box displays a list of the most recent payments from your insureds.
The Monthly Volume graph displays the running total of payments from your insureds for a given month. This allows you to compare the current month to previous months. You can change the currency type in the currency dropdown menu in the top right corner.
The Recent Payouts table displays the 10 most recent payouts for your agency. This table displays the amount of money paid out to the agency’s bank account and the date and time of the transaction.