Your transaction history can be found by clicking "See All" on the Confirmed Charges widget. Here, you have a comprehensive list of all transactions made through Thrizer.
Transaction History Columns
- Date: The date of the charge
- Client: The client that was charged
- Charge Type: Appointment charge, No Show, or Miscellaneous
- Gross Amount: The gross fee that was charged to the client
- Net Amount: The net amount you will receive for the payment (gross amount minus Thrizer fee)
Transaction History Extended Details
Here are the different fields you will find when clicking into any row in your transaction history.
- Transaction Date: The date of the charge
- Appointment Date: The date of the appointment for the charge
- Gross Amount: The gross fee that was charged to the client
- Processing fee: Thrizer's fee of 3%
- Net Amount: The net amount you will receive for the payment (gross amount minus Thrizer fee)
- Claim Number: The unique claim ID to track the client's claim (if applicable)
- Help: Easy access to support for any questions or concerns about the transaction
- View Details: Easy access to the Transaction Record for the charge
Transaction Records
Transaction records consolidate all the important information for any client payment in one view. You can use Transaction Records to reconcile payments and claim information easily and quickly.
You can access a payment's transaction record by navigating to Confirmed Charges (Transaction History) widget and following these steps:
- Click "See all" on the Confirmed Charges widget in the Billing tab
- Click the down arrow on any transaction
- Click View Details
Payment Details
Here are the different fields you will find when clicking into the Payment Details section of the Transaction Records.
- Payment Date: The date of the charge
- Amount: The gross fee that was charged to the client
- Payment Method: The card that was used to pay for the charge
- Payment Type: The client's Payment Type (Thrizer Pay, OON Pay, Self-Pay) at the time of the charge
Payout Details
Here are the different fields you will find when clicking into the Payout Details section of the Transaction Records.
- Payout Date: The date that the payment was deposited in your bank account
- Payout Amount: The net amount you will receive for the payment (gross amount minus Thrizer fee)
- Thrizer fee: The processing fee of 3%
- Account Number: The last four digits of the bank account that the payment was deposited in
Filters
From your Transaction History widget, you can filter by the below categories for your ease in accounting and reconciliation. Click the Filter button at the top-right of the Transactions table to select your desired filter.
- Date: Filter transactions by a date or date range of the transaction(s).
- Client: Filter transactions by a specific client
- Charge Type: Filter transactions by a specific charge type
You can export the filtered transactions into a CSV by clicking the 'Export Filtered' button.
