Reconciliation mindset
Use Orders and Reports together to explain payment outcomes—totals should trace to tickets your team recognizes.
Overview
Use Orders and Reports together to explain payment outcomes—totals should trace to tickets your team recognizes.
When to use this
Month-end reviews or investigating mismatches.
Step-by-step
- Identify the date range and channel in question.
- Pull order ids from Live Orders and cross-check summaries in Insights.
- Escalate persistent gaps with structured evidence in a Billing or Technical request.
Tips & best practices
- Note timezone boundaries when comparing to processor portals.