The Viking Pay dashboard gives administrators one place to review payments, refunds, unsettled transactions, settlement reports, and fee invoices.
You can find it under Viking Pay in the main menu. It is available to administrators of accounts using Viking Pay/Rootline.
On this page
- Understand the payment flow
- Check transactions waiting for settlement
- Find a payment
- Find a refund
- Understand and download a settlement report
- Find your Viking Pay fee invoices
- Good to know
Understand the payment flow
The main flow to keep in mind is:
Payment → optional refund → unsettled → settlement → fee invoice
A payment or refund remains unsettled until it is included in a settlement. The dashboard does not change how settlements work. It makes the transactions, settlements, and related fee invoices easier to review.
For general information about Viking Pay and instructions for starting payments or refunds, see Payments via Viking Pay (Rootline).
Check transactions waiting for settlement
Unsettled transactions shows payments and refunds that have not yet been included in a settlement.
At the top of the page you can see:
- Total received
- Total refunded
Use this overview to quickly check which amounts are still waiting to be included in a settlement.
Find a payment
All payments gives you an overview of Viking Pay payments.
The overview includes information such as:
- date;
- Payment ID;
- reference;
- description;
- payment method;
- status;
- amount;
- whether the payment has been settled.
Use this overview when you need to locate or check a specific payment.
If you need a daily payment overview for operational checks, see Where do I find the daily payments?.
Find a refund
All refunds gives you an overview of Viking Pay refunds.
The overview includes information such as:
- date;
- Refund ID;
- Payment ID;
- description;
- payment method;
- status;
- amount;
- whether the refund has been settled.
You can review refunds here, but you cannot start a refund from this dashboard.
For instructions on starting a Viking Pay refund, see Payments via Viking Pay (Rootline).
Understand and download a settlement report
Settlement reports shows how Viking Pay transactions are grouped into individual settlements.
For each settlement, you can see:
- Settlement ID;
- settlement date;
- settlement period;
- linked fee invoice;
- amount received;
- amount refunded;
- amount actually paid out.
Select the period you want to review and open the relevant settlement.
Settlement reports can be downloaded as:
- PDF;
- Excel;
- CSV.
These reports provide a more readable overview than the raw settlement CSV files previously used for settlement information.
Find your Viking Pay fee invoices
Fee invoices contains your Viking Pay fee invoices. These invoices were previously available from the profile and are now part of the central Viking Pay overview.
From this page, you can:
- download a fee invoice as PDF;
- see which settlements are linked to the invoice.
Good to know
- You cannot start a new payment from the Viking Pay dashboard.
- You cannot start a refund from the Viking Pay dashboard.
- The dashboard does not change the underlying settlement process.
- Viking Pay is not an accounting package.
Payment settings are managed separately. See Payment for the existing payment settings documentation.