Rocket Matter Pay Portal - How to run, and use the Reports with Stax.
Dive into your Rocket Matter Pay portal to utilize the comprehensive reports on credit card transactions and ACH payments. Analyze your processing data by day, week, month, or year.
Simply click Open on any available Report to see a list view of the information within. You can filter the information by timeframe and Export each report.
1. Select 'Settings' from the left-hand navigation panel.
2. Click on 'Log into Rocket Matter Pay'.
3. Select 'Reports' on the left-hand navigational panel.
Reports: Utilize any of the custom credit card and ACH payment reports for more details on your credit card transactions.
Payment Methods Report:
View, edit, or print customer Payment methods that are saved, expired, or expiring soon.
Sales by Item Report:
View or print total sales by product/service for a given date range.
Deposit Report:
View or print deposit reports by batch date, transaction, and amount for a given date range.
Reconciliation Report:
View or print reconciliation deposit reports by batch date, transaction, and amount for a given date range.
Click the arrow to the right of the date to view all of the transactions from that date.
Fee Statement Report:
View or print fee statements for a given date range.
Company Overview Report:
View analytics across all of your payments solutions in one place.
1. Click 'Run Company Overview Report for 1 Company'.
Note: If you have more than company, the number would vary. Toggle to select which companies you'd like to include in the report.
View Gross Sales, Net Sales, Total Refunds, Outstand Receivables, Number of Sales and Average Sale Price.
Disputes Manager Report:
View disputed charges. Upload supporting documents and challenge disputes from credit card brands.
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].