Use the Stripe Dashboard to view account reports and payment and payout details. You can also respond to payment disputes (also known as chargebacks) in the Stripe Dashboard.
IMPORTANT: Do not create payments or process refunds from the Stripe Dashboard. Payments and refunds processed through the Stripe dashboard will not display in the system and cause a discrepancy between client ledgers, the system reporting, and Stripe Dashboard reports.
IMPORTANT: Do not delete customer records. Deleting customers from your Stripe Dashboard will cause a problem with the Payments function in the system.
Learn more about Stripe Dashboard basics.
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Access the Stripe Dashboard
To access your Stripe Dashboard, click on the Organization tab in the menu bar, select Settings, click on the Ensora Payments tab, then click the green View Dashboard button.
You can also access the Stripe Dashboard from the billing section of the Ensora Payments Report.
When you log in, your Stripe Dashboard opens on the Home Tab. This page provides an overview of account activity. You can navigate to other sections of the Stripe Dashboard using the menu on the left side.
- Payments: View payment details for:
- All transactions.
- Succeeded payments (successful payments).
- Refunded payments .
- Failed payments (failed or declined payments) - Declined payments will include a reason for why the payment was declined.
IMPORTANT: Do not create payments or process refunds from the Stripe Dashboard. Payments and refunds processed through the Stripe dashboard will not display in the system and cause a discrepancy between client ledgers, the system reporting, and Stripe Dashboard reports
- Balances: Review payouts (deposits to your bank account) and payout details for completed, upcoming and recent payouts. Click on a payout from the payout list to see the related transactions.
- Customers: View a breakdown of transactions per customer, customer details and charges per customer entry.
IMPORTANT: Do not delete customer records. Deleting customers from your Stripe Dashboard will cause a problem with the Payments function in the system.
- Reports (located under the More link): Reconcile Stripe & your bank account using the balance and payout reconciliation reports.
- Radar (located under the More link): Contains additional rules for addressing specific reasons for declined payments.
NOTE: The Postal Code rule can be adjusted or disabled if payments are failing due to issues with Zip Codes. We recommend that you disable to Postal Code rule only if you have first verified with the client/cardholder that the correct zip code is being used.
| TIP: Enter the last four digits of a credit card into the Stripe dashboard search bar to quickly locate all payments and attempted payments for that card. This can be helpful when looking for a specific payment on a client's card. |
Update your Stripe Account
You can update your Stripe account directly from your Dashboard. To edit business or bank account details, such as Business Address or EIN, click the Settings icon and select Settings, then scroll down to the Business Settings section.
- Click the Settings iconÂ
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- Select Settings.
- Scroll down to the Business Settings section.
Learn more about how to Manage and Update your Stripe Account.
Learn more about how to Add a Bank Account for Payouts.
Manage Multiple Stripe AccountsFF
You may have Multiple Stripe Accounts associated with the same email address. If you enrolled in Ensora Payments with Stripe using the same credentials (email address and password) you used for an existing Stripe account, you can switch between these accounts by clicking the Account Name in the top left corner of the dashboard, then selecting a different account. When you are logged into your Stripe account for the system, you will see a WebABA tab in the bottom left corner.
Handle Payment Disputes or Chargebacks
If a payment dispute (also known as a chargeback) is issued by one of your clients, Stripe will send you an email with details and information. You can Handle Payment Disputes or Chargebacks in the Stripe Dashboard. Using Best Practices for Chargebacks can help prevent chargebacks from occurring.
Learn more about Responding to Disputes.
Learn more about How Disputes Work.
Contact Stripe Support
Stripe Support is available for questions about your Stripe account and dashboard. Stripe Support may also email you directly regarding account updates and chargeback matters. To access Stripe Support through the dashboard, click the Help icon.
For payment-related questions not related to your Stripe Account, contact the Ensora Payments team at payments.support@ensorahealth.com