These reports pertain to your credit card integration within Therabill.
Credit Card Transactions
For information on reconciling your credit card transactions, please see: Reconciling Transactions
This report will show the credit card transactions for the deposit date range entered. This report is used to reconcile your credit card transactions. For each line, you will see the transaction date (Post Date), cardholder name, authorization code, transaction ID, error status, reconciled flag, source, amount, posted status, and an information icon.
If the Posted Status is listed as Yes, then the funds were taken from the cardholder's account and posted to the client's Unassigned Payment balance. If the status is listed as No, then the funds were taken from the cardholder's account but were not posted to the client's Unassigned Payment balance.
Note: As we recommend client payments to be posted to the client's account in WebPT, the Posted Status should typically be No.