Track payouts and trends with the ROLLER Payments dashboard – Help Center

The ROLLER Payments dashboard helps you track payouts, monitor guest spending, and reconcile funds with confidence.

ROLLER is transitioning venues from monthly invoicing to daily net settlement:

Daily net settlement – fees deducted from each payout daily; dashboard payout values show net amounts
Monthly invoicing – fees billed separately in arrears; dashboard values show gross amounts

For more details, see ROLLER Payments: Changes to the way fees are charged.

How it helps

This dashboard helps you:

View account balances and recent payouts
See how much has been paid out or is still pending each day
Monitor transaction volume, refunds, and chargebacks
Understand which payment methods and sales channels guests use most
Track platform fees and see how they affect your payouts if your venue is using daily net settlement.

Access the ROLLER Payments dashboard

You can access the ROLLER Payments dashboard from two places in Venue Manager:

Go to Dashboard > Payments, or
Go to Reports > All reports > ROLLER Payments Performance.

At the top of the dashboard, use the date filter at the top of the page for the time period you want to report on. The date range must be 7 days or less in duration.

The permission Can access dashboards is required for staff to access this report. Administrators and managers have this permission by default.

Current funds

This section shows your current ROLLER Payments account balances — what’s been processed, what’s available, and what’s recently paid out.

Pending settlement: Funds that have been processed but are not yet cleared for payout.
Ready for payout: The total balance of funds in your ROLLER Payments account available for payout.
Last payout: The amount of the most recent payout initiated from your ROLLER Payments account to your nominated bank account.

These values are calculated differently depending on how your ROLLER Payments fees are billed:

If your venue uses daily net settlement, fees are already deducted, and the values shown reflect the net amount you’ll receive.
If your venue is still using monthly invoicing, fees are not yet deducted, and you’ll be billed for them at the end of the month.

Once payout is initiated, it can take 0 to 2 business days depending on your banking provider for the funds to clear and become available in your bank account.

How to use this section

Use Pending settlement and Ready for payout to see how much total funds received have been processed and are due to be paid out to you.
Use Last payout to know exactly how much your next bank deposit will be for and when to expect it in your bank account. This is typically within 0 to 2 business days from the date the last payout has been initiated.
If you’re on daily net settlement, Pending settlement, Ready for payout and Last payout values already account for fees — so you know exactly what’s going into your bank account each day, without needing to reconcile against a monthly invoice at the end of the month.

Funding

This bar chart displays the value of funds processed and paid out to your venue each day, helping you track the movement of funds through the settlement process.

You’ll see:

Funds paid out: The portion of funds already paid out to your bank account
Funds pending payout: Funds that have been processed in ROLLER but haven’t cleared yet

Daily net settlement: Funding chart

The chart shows the total amount processed each day, broken down into:

Funds received: The total amount received in ROLLER before any fees are deducted
Paid out: The net amount transferred to your bank account after fees (Funds received – Platform fees)
Pending payout: Any amount still pending payout
Platform fees: Platform fees deducted from your payout, including ROLLER Payments processing fees and network (bank and card scheme) fees

Monthly invoicing: Funding chart

The chart shows the full amount processed for the day. Platform fees are billed separately and not shown in the breakdown.

How to use this section

Get a quick view of how much was paid out (or is still pending) each day
Spot high-volume or low-volume transaction days
Confirm whether a day’s transactions have been fully settled
With daily net settlement, you’ll also see the actual amount paid out after fees, making it easier to monitor cash flow without needing to reference separate fee invoices

Key metrics

This section gives you a snapshot of key payment activity for the selected reporting period. It helps you understand how much your venue processed, refunded and retained after guest activity.

Authorized: The total value of authorized transactions for the period.
Refunded: The total value of refunded transactions for the period.
Net funds received: This period's authorised transaction total, minus any refunded transactions. This is the amount retained before any Platform Fees (ROLLER Payments or network fees).
Chargeback rate: This is the number of chargebacks divided by the number of authorised transactions for the period. A small number is indicative of a healthy business.

When you hover over each metric, you'll be able to see specific details from the previous period, such as transaction amounts and chargeback percentages. This includes the difference between the current and previous period for each metric.

Channels

This section shows how guests are making purchases, with a breakdown of transactions by channel —such as online, in-venue at POS or through third-party integrations.

The ATV (average transaction value) shows you the average amount your guests spent during the filtered period.

The donut chart visualizes the portion of total payments coming from each channel. The table underneath gives you detailed breakdowns by volume and value.

Auth. Count: The total number of authorized transactions per channel.
Auth. Amount: The total value of authorized transactions per channel.
ATV: The average transaction value of authorized transactions per channel.

How do I use these metrics?

Stay informed about how your guests prefer to book and pay to enable you to more effectively target your marketing campaigns or upsell products.
See spending trends over time to track how effective your marketing campaigns and upsell pushes are.

Payment methods

This section shows how different payment methods are performing — such as credit cards, mobile wallets or other digital options. You can see both how often each method is used and how reliably it results in a successful payment.

The Auth. rate (authorization rate) is the percentage of transaction attempts that result in a successfully authorized payment.

There are numerous reasons a payment might be refused. For example, incorrect CVV entered, 3DS requirements not passed, insufficient funds in the account, unsupported payment method or technical difficulties.

The donut chart visualizes the authorization rate per payment method as a portion of the total authorized amount. The table then shows a further breakdown including:

Auth. Count: The total number of authorized transactions per channel.
Auth. Amount: The total value of authorized transactions per channel.
Auth. Rate: The percentage of transaction attempts which result in a successfully authorized payment.

How do I use this section?

Popular payment methods
You can see which payment methods your guests prefer and which ones are used less often. Offering a variety of options increases the chance that guests can pay the way they want. Keep in mind that having too many options can feel overwhelming.

Payment method performance
You can also track how each payment method is performing by looking at its authorization rate. Some methods naturally have a lower success rate — especially those that redirect guests to an app or third-party page, as more steps can lead to drop-offs.

If a payment method has both a low authorization count and a low success rate, you may want to consider disabling it to avoid failed payments and provide a smoother checkout experience.

Chargebacks

This panel lists all chargebacks received during the filtered time period as well as the reason, amount, defence deadline and current status.

What does the status mean?

The statuses shown next to your chargeback shows what stage the chargeback is currently at. The stages of a chargeback are;

Undefended
This is a new chargeback that you are yet to challenge. You can contact us via the notification email you received related to this chargeback to challenge the chargeback. If you're not sure what to provide, you can take a look at this article.

Unresponded
This refers to a new Request For Information by the cardholder's bank.

This is the stage that sometimes happens before a chargeback is filed, where the bank will reach out for more information about the transaction without reversing the funds. You can take a look at the email notification related to this request for more information about what to provide.

Auto-defended
Under certain circumstances, ROLLER Payments will defend the chargeback for you immediately, without the need for your intervention.

Most commonly, this happens when the payment in question has already been refunded, as this is easy for us to prove and does not require additional information from you. If you see this status, we have defended the chargeback on your behalf.

Pending
This chargeback has been challenged by you, and is pending a resolution from the cardholder's bank.

Won
This chargeback was found in your favour, and the funds are returned to you.

Lost
This chargeback was found in the cardholder's favour, and the funds have been returned to the cardholder.

Want more detail? See the ROLLER Payments Payout Export for reconciling payouts, the ROLLER Payments Transactions report for individual payments, or the ROLLER Payments Daily Summary for day-by-day breakdowns.