The ThrivePay Installments dashboard gives you complete visibility and control over every payment plan in your account. In addition to viewing the transaction within your ThriveCart dashboard, the ThrivePay Installments dashboard gives you access to additional transaction information at a glance, including plan IDs, payment schedules, and installment intervals for each customer.
Use the built-in filtering system to quickly locate specific payment plans by processor type, date range, or status. Each plan entry displays the total number of payments, monthly billing cycles, and current payment status—helping you stay on top of your revenue flow without hunting through multiple screens.
Whether you’re tracking a handful of installment customers or managing hundreds of active plans, the dashboard centralizes all the information you need to manage installment payment plans efficiently. Monitor successful payments, identify any payment issues early, and access customer plan details in seconds—all from one streamlined hub designed specifically for managing your installments.
Dashboard Overview
The Dashboard provides quick visualizations and downloadable data for all your payment plans and key metrics. Get started by selecting your merchant view, choosing your preferred currency, and setting your date range with comparison data. The system automatically compares your selected period to the previous period (yesterday for “Today,” one week ago for “This week,” etc.), though you can adjust the comparison to show year-over-year data instead.
Key Dashboard Sections:
- Sales Converted (Payment Plans Started): View total plans started with amount and plan count visualizations, including growth percentages and day-by-day breakdowns
- Unsuccessful Plans: Track plans that were created but didn’t complete successfully, typically due to card issues
- Refunds: Monitor total refund amounts and plan counts with historical comparisons
- Shopper Outstanding Payments: See the total amount owed by all shoppers across all active plans
All visualizations allow you to hover for statistics, click through the cards to view graphs, and download CSV reports with the underlying data.
Payment Plans
The Payment Plans section displays a comprehensive chronological list of all transactions, searchable by Plan ID, shopper name, email, all available under the “Filters” dropdown.
The search function uses “fuzzy” matching to find close matches and compensate for misspellings, though you can wrap queries in double quotes for exact matches.
Use the advanced Filters option to isolate results by specific criteria including plan amount, reference order number, consumer details, plan status, fraud status, or custom date ranges.
Statuses:
- In Progress: Active payment plans that are live. The number to the left of this status will show the number of payments that have already been processed as part of the payment plan.
- Cleared: Payment plans that have already completed their number of plan payments.
- Initializing: plans that were attempted, or are in the midst of being created, but have not actually been completed. These are considered incomplete until they are in progress.
- Pending Shipment: Physical products that are awaiting shipment details.
Viewing Individual Payments
When you click into any transaction, you’ll access a detailed view with multiple sections:
- Shopper Information: Name, email, phone number, and full billing address
- Plan Summary: Plan amount, paid amount, outstanding balance, refunds and reductions summary, installment schedule, status, and fraud status
- Order Details: ThrivePay Installments Plan ID, source, terminal, funding type, payment method, store name, and strategy
- Payment History: Complete record of what the shopper has paid, including authorizations with expandable transaction sequences and JSON server responses
- Upcoming Payments: Remaining installments with dates, card details, amounts, and installment numbers
Available Actions:
- Print statement, access the update card link to share with customers, mark disputes, ship orders, and process full or partial refunds directly from the transaction view
While you can process refunds and update cards from within this dashboard, this is not recommended in order to ensure the sync with your ThriveCart dashboard remains.
Merchants Management
Access Merchants Management to configure your account settings, credentials, and user permissions.
General Details displays your core information including display name, registered name, status, merchant ID, primary email, managing entity, country and state of registration, and account creation date.
Customize Plan Design is where you can upload your brand logo so that it is used on customer emails. We recommend a size of 256×80 to ensure proper logo rendering in your dashboard and throughout customer emails.
Emails allows you to preview example email content and opt to enable/disable automatic customer emails depending on the action and what you wish to send.
Users: Manage user accounts and permissions for your team to access your dashboard
Reports
Reports provide comprehensive transaction-level data with customizable columns and automated delivery options.
The Settlement Detail Report is your go-to for a full breakdown of your payouts based on individual transactions, including actual fees charged—essential for reconciling your bank statements with ThrivePay Installments activity. However, there are a number of available reports such as:
- Pending CC Report: Where the initial charge is still pending credit card authorization
- Chargeback Report: Details any chargebacks that remain open
- Refund Report: Details any plans that were refunded in the timeframe and their amounts
- Plan Details: For details of new plans within the given timeframe
- Notification of Fraud Report:
- Daily Activity Report: Shows new plans created, refunds actioned, and chargebacks opened. Includes all failed plan creation attempts.
You can customize which data columns to show or hide based on your reporting needs (via the “columns” button in the top right), and you can then choose to export the report as well via the “export” button.
Setting Report Alerts
Instead of returning to export data every day, week, or month depending on your reporting needs, you can always set report alerts to automatically send any of the above reports to your logged in email address – and any others.
You can create an alert directly from the report itself, seen in the screenshot above, or you can set it from the “Alerts” tab directly within Reports.
Invoices
Here you’ll find all of the invoices for transaction fees deducted from your payouts. These are not outstanding invoices to be paid, but invoices for your records related to transaction fees that were already deducted before payouts were processed.
Reconciliation Process: Transactions are captured upon plan activation and scheduled for payouts within 14 days.
Frequently Asked Questions (FAQs):
- Q: How can I add my branding to ThrivePay Installment Emails?
- A: Under Merchants Management > Customize Plan Design you’ll have the option to upload your brand logo. While the content of the emails cannot currently be adjusted, the logo you upload here is maintained throughout all email correspondence and your brand name mentioned in each email to ensure the customer is clear on who they purchased from.
- Q: Should I process refunds within the ThrivePay Installments dashboard directly?
- A: No. The only actions you will be actioning within the ThrivePay Installments dashboard is submitting chargeback evidence. Always process any transaction actions such as refunds within the ThriveCart dashboard directly. Only Shopper updates (such as credit cards or billing details) should be updated within the Shopper Portal.
- Q: Where do I set my payout account, and when am I paid?
- A: Your payout account will be set during the second stage of the onboarding process (see more in our setup guide here). Payouts are processed within 14 days of plan creation.