Dashboard Tile Guide
| Tile | Description | Category |
|---|---|---|
| Manual Transactions | Use the Virtual Terminal to manually process payments by entering card and amount details. These payments appear in your transaction list. | Collect Money |
| Payment Requests | Send a custom payment request to an individual. The recipient gets an email with a secure link to complete the payment. | Collect Money |
| Refund Requests | Initiate full or partial refunds directly from within PaymentsHQ. Refunded transactions are automatically updated in your reports. | Manage Money |
| PayMe Forms | Create a payment form with a shareable link to collect payments from multiple people — perfect for registrations, tournaments, or donations. | Collect Money |
| Transaction Lists | See a list of all approved, declined, or refunded transactions. Click any entry to view full transaction details, including the card type and status. | Find Info |
| Search | Use filters like Ref #, name, amount, or date to locate any transaction, batch, or request. Results can be exported to CSV. | Find Info |
| Batches & Deposits | Every night at 12:00am EST, transactions are settled into a batch. Weekly deposits (Tuesday → bank by Wednesday) summarize Mon–Sun batches. Click Detail to view batch-level transactions. | Bank Activity |
| Bank Activity | Reflects deposits or withdrawals made to your bank account, including billing fees and refunds. Helps reconcile against your bank statement. | Bank Activity |
| Statements | Download monthly PDF statements showing sales, deposits, billing charges, and fees. Great for accountants or year-end reports. | Reports |
| Transfers | Send or receive inter-merchant transfers — ideal for organizations with multiple sub-units, clubs, or departments. | Manage Funds |
| Linked Accounts | Consolidate reporting for multiple merchant accounts under your organization. Helps with cross-team oversight and shared administration. | Advanced Reporting |
| Account Info | View and request updates to your account details, such as contact name, banking information, or organizational profile. | Settings |
| Help Center | Access how-to guides and FAQs. You can also click the blue Help button at the bottom-right of any screen, or email support@sportspay.com. | Support |