This Payment Process & Merchant Activity overview gives you a high-level view of how payments flow through your business. Located in the Payments tab, this page is designed to help you quickly understand where your money is, get visibility into your payment processing fees, see when payouts are scheduled, review recent and historical transaction activity, connect bank accounts, and view disputes — making it your go-to starting point for all things payment processing.
To access your Payments tab, go to Manage Business or Manage Location, click Payments and select your merchant account.
Note: Independent contractors or staff members with their own merchant accounts can access this page from My Settings > Merchant.
Overview
This is your landing page, giving you a snapshot of your available funds, your most recent payouts, and your most recent transactions — all in one view. From here, you can:
Process an instant payout — the Instant Payout card shows your available funds and a Payout Now button, so you can access funds within minutes when needed.
Review your payout schedule — select Payout Schedule from the Payouts card to see your configured timing for each day of the week, including your close-of-day cutoff and estimated deposit date.
To learn more about the available payout schedules and options, review our Payouts, Fees, & Merchant Activity article.
Payouts
Select the Payouts tab for the full picture of your payout activity:
Instant Payout — shows your available funds and a Payout Now button.
Next Payout — the amount currently queued for your next scheduled payout.
Offset Savings (if Boulevard Offset is enabled) — cumulative credit card processing fees covered by clients at checkout since enrollment.
Below these cards, the Payouts table lists every payout you've received, with the following columns:
Column | What it shows |
Date | The date and local time the payout was initiated. |
Type | Standard (2-business days), Same Day, or Instant. |
Status | Scheduled, Sent, Returned, or Failed. |
Payout amount | The total amount transferred in this payout. |
Account | The linked bank account this payout was deposited into. |
Payout descriptor | An identifier tied to your merchant account/location that appears on every payout — useful for matching a bank deposit back to the correct account, especially if you have multiple locations or merchant accounts sharing a bank account. |
Click into any payout to open its detail page, including:
Payout Summary shows exactly what made up that deposit: Charges, Refunds, Adjustments, and Instant Payouts, each broken out by Amount, Fees, and Payout Amount, with Totals at the bottom.
Transfer Details shows your Transfer Method, Destination Account, Payout Descriptor, and Confirmation Number.
Below both, every Transaction tied to that specific payout is listed, so you always know exactly why a deposit landed at that amount.
See Understanding Payout Reconciliation Reporting for more details.
Transactions
The Transactions tab is your central place for all money activity — every credit card charge, refund, Buy Now Pay Later payment, adjustment, and payout event, filterable by date and transaction type, and exportable directly from here.
Some transactions may show a status of In Review — this means the transaction is temporarily set aside for review. No action is needed; you'll be contacted if any additional information is required.
Click into any transaction to open it detail page, including: charge date, order number, payout date, client, payment method, card brand, processing fees, and — if you have Boulevard Offset enabled — how the offset surcharge applied to that specific sale.
Daily & Monthly Activity
The Daily and Monthly Activity reports show transaction-level activity for a specific day or month — successful charges, refunds, and the fees within that window. Both reports can be downloaded as CSV files.
For reconciling a specific payout to your bank deposit, use Payout Reconciliation Reporting. Daily and Monthly Activity are the right reports for reviewing activity within a period, but they aren't built to explain why a specific deposit landed at a specific amount.
The Daily Activity tab shows all transactions for a single day, including any refunds issued. Click Download CSV to generate a report for a specific date.
The Monthly Activity tab provides a comprehensive view of all daily transactions within a selected month, exportable at any time during or after the month.
Account Info
Before you can process payments and receive payouts through Boulevard, you'll need to set up a merchant account. The Account Info tab allows you to set up your account, view your current banking details, and find your payout descriptor. If updates to your banking information are needed, select Update Account.
Your payout identifier is included in the deposit description when Boulevard sends payouts to your bank account. This can help you match bank deposits back to the correct merchant account, especially if your business has multiple locations or bank accounts.
For more information on submitting or updating your merchant details, see Submitting Merchant Details.
Payment Methods
The Payment Methods tab is where you view which payment methods your business accepts — currently Card and Buy Now, Pay Later (BNPL). This tab does not provide payment-method-level reporting; for that, use the Transactions tab.
Disputes
Within the Disputes tab, you can view all payment disputes submitted by your clients. This section provides a detailed breakdown of new, pending, and resolved disputes, including case number, disputed order number, dispute date, client information, disputed amount, and current status.
Selecting a case number allows you to review the dispute reason, respond to the dispute, and upload supporting documentation to strengthen your case.
For more information on chargebacks, common dispute reasons, and best practices for responding to disputes, review our Disputes Resolution Center.