Payment Reconciliation
Need help with payment reconciliation?
You will want to make sure you have access to these reports first:
- FirstView (iATS Merchant Account)
- Ski Club Pro Payments Report
Manage > Orders > All Payments (Top right corner) - Bank Statements
FirstView
This FirstView account will give you all the batch payment reporting, issues with payment, and more. This is your source of truth for all payment related information that goes into your bank account. Once you are in FirstView, here's where you will find the best reports for transactions, eCheck (ACH) and Credit cards are in different reports.
Need access to your FirstView account?
When your iATS account was approved, you received a welcome letter. Here is a screenshot below of that temp login info from the application acceptance letter provided by iATS. Contact Ski Club Pro support if you do NOT have access and need help getting in.
Ski Club Pro - All Payments Report
To access the report go to
Manage > Orders > See All Payments. This will allow you to sort all payments by a date range that can show both echeck and credit card together. NOTE: eChecks payments generally take a few days before they are deposited so the order date might be off slightly here. You can always use FirstView as your exact "Source of Truth" for batches and deposits.
