It can be difficult to track the money your firm is earning, much less find meaning in the numbers. PracticePanther’s native online payments processor, PantherPayments, offers robust reporting tools to help you keep up with your cash flow and gain data-driven insights into your firm’s performance.
Watch this on-demand webinar as Payment Specialist, Zach Herrmann, walks through how to leverage PantherPayments’ reports and cover how to:
- View a list of daily or monthly transactions — both of which show credit card and eCheck payments
- Use customized filters to slice and dice your data into meaningful segments
- Create a dedicated column for fees so you know exactly what you are charged per transaction
- Gain meaningful insights to enrich your firm’s decision making and grow your practice