Releventful Pay is Releventful's payment processing solution, powered by Payabli. This service provides your clients with a seamless payment experience while ensuring expedited payment for your transactions.
For additional documentation around utilizing Releventful Pay and setting up credit card and ACH/Bank Draft payment transactions, refer to our help documentation here.
Within Releventful, you can leverage the available reporting engine to retrieve data around current payment statuses, invoice totals and unpaid balances. Pair the existing Releventful reports with the additional data available within the Payabli platform. Payabli will provide you with a more comprehensive analysis of payment amounts and statuses.
Tutorial Resource
How To Access Your Releventful Pay Dashboard
To access your Releventful Pay dashboard, your Account Specialist will provide you with your custom login link after your Payabli account is activated.
The Releventful Pay Dashboard & Navigation
Once logged in, you will land on the dashboard which displays various widgets to provide you with a high level view into your transactions.
Easily access a deeper view into one of the available reports by selecting the View Report button in the upper right-hand corner of the widget tiles (as shown below).
Use the navigation bar on the left-hand side of the page to navigate away from the dashboard and to one of the other available menus.
Transactions Report
Utilize the transactions report to see a list of all the payment transactions your clients are making via Releventful through Releventful Pay. To locate this report, follow the steps below:
Select Reports under the Money In header from the left-hand navigation bar.
Select Transactions in the submenu that appears.
On this report, you will see a list of your customers, their payment method, and status of their payment. For any transaction, select the three dots on the far right-hand side under Actions to view additional details about the transaction. Quick View will provide you with a detailed report of the payment including a timeline of the transaction at the bottom of the expanded menu.
If you want to download the transactions report, select the Actions button on the right-hand side of the page and locate the download options at the bottom of the menu options.
Batches & Funding
Batches are a group of payments that have been initiated but not yet processed. Each batch contains a group of payments that are listed together under a single batch unit and processed all at the same time. The batches within Releventful Pay are processed once a day.
Locate your scheduled batches by following the steps outlined below:
Select Reports under the Money In header from the left-hand navigation bar.
Select Batches & Funding in the submenu that appears.
To view the details of a batch and all individual payments within the batch, click on the batch from the list. A menu will slide out from the right-hand side with the details of the batch.
Listed on each batch line item is the Batch Close Date to outline the schedule that the batch will run.
ℹ️ Note: For ACH transactions, if a bank draft transaction is initiated but not fully processed, it can be canceled without any charge.
ACH Returns & Chargebacks
Locate all ACH returns and chargebacks by following the steps outlined below:
Select Reports under the Money In header from the left-hand navigation bar.
Select ACH Returns & Chargebacks in the submenu that appears
Customers
Locate a full list of all your customers by selecting the Customers menu option on the left-hand navigation bar. Select any client in the list to see a summary of their transactions.
If you want to download the list of your customers, select the Actions button on the right-hand side of the page and locate the download options at the bottom of the menu options.
Releventful Pay Support
For any questions related to your Releventful Pay dashboard or transactions, please open a support chat with the icon in the lower right-hand corner.