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Overview

The Payments dashboard provides a comprehensive view of all your client payments through Stripe’s embedded payment management interface. This powerful integration gives you access to professional-grade payment tracking, dispute management, and refund processing capabilities.

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Accessing the Payments Dashboard

Navigate to Finance → Payments from the main navigation menu to access your payment tracking dashboard.
The Payments dashboard requires an active Stripe integration. If you haven’t connected Stripe yet, visit Settings → Integrations to set up your payment processing.

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Dashboard Features

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Stripe Connect Integration

Flashquotes uses Stripe’s embedded ConnectPayments component, providing you with:
  • Real-time payment monitoring: View payments as they process
  • Advanced filtering: Filter by amount, date, status, and payment method
  • Professional dispute management: Handle chargebacks and disputes directly
  • Payment capture controls: Manage authorization and capture for card payments
  • Export capabilities: Download payment data for accounting and analysis

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Payment Information

The dashboard displays comprehensive payment details including:
  • Transaction status: Real-time status updates (succeeded, pending, processing, failed)
  • Payment details: Amount, currency, and processing fees
  • Customer information: Billing details and payment methods
  • Timeline: Complete payment history and status changes
  • Related invoices: Links to associated Flashquotes invoices
The Stripe dashboard provides powerful filtering options:
Filter payments by amount using:
  • Equals specific amount
  • Greater than threshold
  • Less than threshold
  • Between range
View payments by date:
  • Before specific date
  • After specific date
  • Between date range
  • Preset ranges (today, this week, this month)
Filter by payment type:
  • Card payments
  • Bank transfers (ACH)
  • Other payment methods

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Payment Actions

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View Details

Click any payment to access:
  • Full transaction timeline
  • Processing and net amounts
  • Fee breakdown
  • Risk evaluation details
  • Related customer and invoice information

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Refund Management

Process refunds directly from the dashboard:
  1. Select a succeeded payment
  2. Click “Issue refund”
  3. Choose partial or full refund
  4. Add an optional reason for your records
  5. Confirm the refund
Refunds are processed immediately and cannot be reversed. Always confirm the refund amount before processing.

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Dispute Management

Handle payment disputes professionally:
  • View dispute reason and evidence requests
  • Submit compelling evidence
  • Track dispute status and deadlines
  • Communicate with Stripe’s dispute team
The dispute management feature helps you respond to chargebacks efficiently, improving your win rate and protecting your revenue.

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Payment Capture

For card payments using separate authorization and capture:
  • View authorized but uncaptured payments
  • Capture full or partial amounts
  • Cancel authorizations when needed

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Manual Payment Tracking

In addition to Stripe payments, Flashquotes supports manual payment recording for:
  • Check payments
  • Cash transactions
  • Bank transfers outside Stripe
  • Other payment methods
These appear in your invoice payment tables but are tracked separately from Stripe transactions.

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Export and Reporting

The Stripe dashboard includes robust export functionality:
  • Download payment data as CSV
  • Filter exports by date range and status
  • Include all transaction details and metadata
  • Use exports for accounting reconciliation

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Best Practices

  1. Regular monitoring: Check the dashboard daily for failed payments or disputes
  2. Timely refunds: Process refund requests promptly to maintain customer satisfaction
  3. Dispute response: Respond to disputes quickly with compelling evidence
  4. Export regularly: Download payment data monthly for accounting records
  5. Filter effectively: Use filters to focus on specific payment segments