The Payment Portal is a new and enhanced version of our classic payment reports, designed to give you a more streamlined and comprehensive view of your payment activity. This portal is available exclusively to Cloudbeds Payments customers. It can be advantageous when reconciling reservations with bank deposits From Cloudbeds.
How to use
You can access the portal from your main menu: Menu -> Payments
The Payment Portal is divided into several tabs to help you manage your financial data more efficiently. By default, the Overview page provides a quick, high-level summary of your property's payment portfolio.
Overview
Global Filters: You can apply filters that will affect all the charts and data on the page (except for the "Recent Transactions" section). Filters include:
- Date Range: Select a preset range like 1 Week, 1 Month, 3 Months, 6 Months, 1 Year, or a custom date range.
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Transaction Status: Filter for Processed (default), Recorded, or All transactions.
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Payment Gateway Status: A widget at the top shows the connection status of your payment gateway.
Key Metrics: This section provides a mini-dashboard with a count and value for:
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Total Payment Volume (TPV): The total value of all successful transactions for the selected period.
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Total Payouts: The total value of all successful payouts sent to your bank account for the selected period.
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Successful Transactions: A count and value of all successful payments.
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Failed Transactions: A count and value of all failed payments.
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Disputes: The value and count of all open chargebacks.
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Refunds: The value and count of all processed refunds.
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Card Type Chart: A visual breakdown showing the mix of card types used for successfully processed transactions.
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Recent Transactions: This section lists the last 50 transactions, including payments, disputes, and refunds. This list is not affected by the global filters.
Other Tabs
The Payment Portal also includes several other powerful tabs to help you manage your finances:
- Payouts: View all your successful payouts and their details.
- Instant Payouts: Manage and track any instant payouts.
- Disputes: A dedicated dashboard for tracking and managing chargebacks and disputes.
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Capital: (Available to eligible Cloudbeds Payments US customers with an active offer) Access information about your Cloudbeds Capital offer.
Reports
- Monthly Statements: Access a comprehensive PDF overview of your monthly payment activity.
- Commissions Statements: (Available to European and Mexican Cloudbeds Payments properties) View and manage your commission statements.
- Transactions: This upcoming feature will provide a detailed ledger of all your transactions.
Exporting data
- Before you can export your data, be sure to include the proper filters by clicking on the filter button. You can ensure that the date range and transaction status are correct from here.
- To export, click the export button on the top right corner of the payment activity report. You will have the option to print or download into an Excel (.xls) or CSV file (.csv)
Payment Portal role privileges
Managing user roles and permissions in the payment portal, which has critical and sensitive financial features, is essential. Follow the steps below:
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Account
-> Settings
->Users
- Roles
- Edit each role to have the needed Payment Portal permissions.
Find more about the Payments permissions here: Role privileges
Difference between the Payment Portal and Payment Classic Reports
- Cloudbeds Payment Classic Reports only include the Payment Processing Report, Payout Reports, and Monthly Statements. The Payment Portal is an excellent resource for accessing concise information. As Cloudbeds advances its reporting and in-house payment processing technology, we aim to further streamline reconciliation and payment processes for our properties.
- Exciting enhancements are planned for the portal's future. If you seek more detailed information or are interested in piloting additional reporting features, contact us at cbpayments@cloudbeds.com.
As we continue to develop this portal, we encourage you to review Cloudbeds Payments Classic Reports or our Cloudbeds Insights Payments Reports.
Comments
When will this be available to users? It is not live on my menu?
Hello, Alan Tainton!
Thank you so much for your comment!
Please contact our Support Team for more information about the Payments Portal.
Kind regards!
Your email address at the end of this article is incorrect.
"Exciting enhancements are planned for the portal's future. If you seek more detailed information or are interested in piloting additional reporting features, please contact us at cbpayments@support.com."
Hello, April Kramer!
Thank you very much for your correction request! It is greatly appreciated!
The typo has been corrected, and the article now shows the correct email address cbpayments@cloudbeds.com 🙂
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