As a Worldpay POS customer you have full access to My Business Dashboard which provides you with instant access to a full breakdown of your business activity. Offering detailed insights and records of Sales, Settlements, Invoices and Transactions it allows you to quickly and easily view financial and transaction activity in an interactive and intuitive fashion.
Via the Sales & Insights page Worldpay POS is able to offer you summary information with regards to your sales figures for pre-set date ranges. With My Business Dashboard you are able to view a more detailed breakdown of these figures as well as understand what payments will arrive in your bank account when.
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As a Worldpay POS customer you have full access to all the features of My Business Dashboard.
Already using My Business Dashboard?
Using My Business Dashboard for Reconciliation
When reconciling it is vital to have quick and easy access to your sales totals, transaction breakdowns and settlement details. My Business Dashboard presents information from each stage of the payment process from transaction to settlement and invoicing. Within your Dashboard you can see hour by hour breakdown up to an entire year’s worth of information at once; meaning no matter how frequently you reconcile My Business Dashboard is able to assist you.
With My Business Dashboard you are able to:
Use My Business Dashboard to get full access to your Sales totals and transaction breakdown for any given date range.
To check your Sales Totals using My Business Dashboard:
- Go to the Sales page.
- Select required time period form the drop-down menu.
Manually highlight last week’s dates using the Spark bar.
- Your Total Sales, Sales and Refunds from last week will now be shown.