Truemed Dashboard: Viewing Order Details

The Truemed Merchant Dashboard allows you to download reports for tracking payments, refunds, and payouts. These reports help you reconcile transactions efficiently and provide a clear financial overview.

When you click “Download report” from the Payments Dashboard, Truemed generates and emails two separate .CSV files:

1. Payouts Report (.CSV)

   • Contains a summary with one row for each daily bank transfer.

2. Payments + Refunds Report (.CSV)

   • Provides a detailed breakdown of transactions, including:

     • One row for each refund event

     • One row for each purchase

     • A “type” field for categorization

1. Log in to your Truemed Merchant Dashboard.

2. Navigate to the Payments Dashboard.

3. Click “Download report”.

4. You will receive an email with two .CSV file attachments:

   • Payouts Report

   • Payments + Refunds Report

• Payouts Report: Summarizes daily bank transfers, helping track incoming funds.

• Payments + Refunds Report: Lists individual transactions, including purchases and refunds, allowing you to reconcile payments with associated payout IDs.

If you have any questions about your reports or need further assistance, contact Truemed’s support team for guidance at merchants@truemed.com.