Jul 29, 2024
If you need information about how your agents use the Payments Platform, go to any SalesForce Program Entity page to find the link to the Payments Stats Request.
Customer Success will send the following payment information by PLUS ID(s) or Sales Executive for a selected date range.
PLUS ID |
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Sales Exec |
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Date Range: |
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First Payment Date: |
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# ACH: |
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# Debit/Credit: |
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$ ACH: |
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$ Debit/Credit: |
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# Chargeback: |
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$ Chargeback: |
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$ Chargeback Owed: |
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Last Transaction Date: |