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Deposit Report

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 2 weeks ago

To view deposits to your practice's bank account:
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  1. Click on 'Reports' in the menu bar

  2. Click on 'Deposits' from the drop down

  3. Filter by date range

  4. To export the deposit report to .CSV, click on the cloud with the down arrow on the right

  5. You can click on any deposit to see the received payments from that individual deposit

View Upcoming Deposits

This report also includes ways to track upcoming deposits so you can see what money is on the way to your practice.

Deposit Summary Card (Available on Hint Payments only)

At the top of the Deposits Report you’ll now see a Deposit Summary with two parts:

  1. Available Soon – The total amount of payments that are currently processing. These funds have been collected but have not yet settled in your bank account. Most deposits settle within a few business days — typically within 1 business day for credit card payments.

  2. Next Deposit – The amount expected in your next scheduled deposit, based on the closest upcoming business day. This value is calculated by filtering the “Available Soon” total to only include payments tied to the next Expected Deposit Date.

Deposits List View

The deposits table includes the following statuses to show where funds are in the process:

  • Upcoming – An estimated future deposit that includes payments still being processed. This is the first step in the deposit lifecycle.

  • Pending – A deposit that has been scheduled and is actively moving to your bank.

  • Paid – A deposit that has completed and landed in your bank account.

Processor Column

Each deposit row now shows which payment processor handled the funds:

  • Built-in Processor – Deposits processed through Hint’s built-in processor on Hint Payments

  • Stripe – Deposits processed through Stripe, if your practice is still migrating

What is the discrepancies column?


Discrepancies between the deposit amounts we report in Hint and what was actually deposited in your bank account can happen for the following reasons:
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  • Failed ACH payments result in a $0.75 fee which isn't reflected in Hint's deposit report

  • Disputed payments are removed from your deposits while the bank works to resolve the dispute

  • Refunded Hint Fees may show up in a different deposit than the refunded transaction

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