This Payments Report provides visibility into both charges at POS and post-visit billing. Each row in this report represents a charge, or a single payment transaction, collected from a patient against an invoice on the Solv platform.
Note: Data is refreshed hourly, so the most recent payments may take up to 1 hour to appear
How To Use This Report
Payment Reconciliation — Filter on Charge Status to see all completed (succeeded) payments for any date range, including today
POS vs. Post-Visit Billing — Filter on Invoice Type to separate point-of-sale collections at the clinic from post-visit bills
Track Payment Channels — Charge Source shows how patients paid (terminal, SMS text-to-pay, paper bill, online booking) so you can see which methods are used
Identify Collection Issues — Filter for failed charges to see declined cards and decline reasons
Refunds & Accountability — Track refunds with reason codes, and see which staff member initiated each charge
Data Dictionary
Column Name | Description | Example Values |
Charge |
|
|
Charge ID | Primary key for this report that is case sensitive, hashed unique identifier from Solv system for a specific payment transaction | 1yK78Z |
Stripe Payment ID | Stripe's payment reference ID | pi_3SdOSlGf1DpaNv4J1KyOzsJA |
Charge Created Date | Timestamp when charge was created (in local timezone of the location) | 2025-12-12 00:00:18 |
Charge Updated Date | Timestamp when charge was last modified (in local timezone of the location) | 2025-12-12 00:00:21 |
Amount | Charge amount in dollars (before refunds) | 5.00 |
Amount Cents | Charge amount in cents (before refunds) | 500 |
Amount Refunded | Total refunded amount in dollars | 5.00 |
Amount Refunded Cents | Total refunded amount in cents | 500 |
Refund Date | Date when refund was processed (local timezone) | 2025-12-12 08:32:42 |
Refund Reason | Concatenated list of reasons for all refunds on this charge | insurance added |
Net Charge Amount | Amount minus refunded amount (dollars) | 5.00 |
Net Charge Amount Cents | Amount minus refunded amount (cents) | 500 |
Charge Status | Current status of the payment. | Possible values:
|
Charge Error Type | Category of error if charge failed | card_error |
Charge Error Code | Specific error code for failed charges | card_declined |
Charge Error Decline Code | Card decline code from payment processor | insufficient_funds |
Charge Error Message | Human-readable error description | Your card has insufficient funds. |
Charge Source | Origin of the charge. | Possible values:
|
Charge Dispute ID | Identifier for any dispute filed against this charge | du_1RmZPUGf1DpaNv4Jgpo5Ngan |
Charge Payment Type | Payment method type indicates how the patient paid. | Possible values include:
|
Charge Card Brand | Card brand | Visa, Mastercard, Amex |
Charge Card Last4 | Last 4 digits of payment card | 1234 |
Reason For Manual Charge | Explanation for manually created charges | clearPayEstimateIncorrect |
Invoice |
|
|
Invoice ID | Case sensitive hashed unique identifier for invoice on Solv system that is related to the charge | pznRPd |
Invoice Permakey | Permanent unique key for the invoice | INV96522C0E790 |
Invoice Type | Channel through which a patient transaction was initiated and billed | Possible values for invoice type:
|
Invoice Status | Current status of invoice | Possible values for invoice status:
|
Invoice Author Email | Email of clinic staff who created the invoice | |
Invoice Created Date | Timestamp when parent invoice was created (in local timezone of the location) | 2025-12-12 00:00:18 |
Invoice Updated Date | Timestamp when invoice was last modified (in local timezone of the location) | 2025-12-12 00:00:18 |
Invoice Due Date | Date payment is due | 2026-01-28 |
Invoice Paid Date | Date when invoice was paid | 2025-12-12 08:54:54 |
Invoice Clinic Reference ID | Clinic's internal reference number for the invoice | 1033544 |
Invoice Description | Free-text description of invoice charges | Patient balance after insurance is processed. |
Invoice Amount Cents | Total invoice amount in cents | 500 |
Invoice Amount | Total invoice amount in dollars | 5.00 |
Invoice Balance | Remaining unpaid balance on invoice in dollars | 0.00 |
Invoice Reason | Reason/category for the invoice (e.g. copay, contracted rate, self-pay visit) | copay |
Clinic |
|
|
Practice Name | Primary name, or brand name, for the clinic on Solv | Clear Care |
Clinic Name | Secondary name, or site name, for the clinic on Solv | Bronx 149th |
Location ID Hash | Case sensitive hashed unique identifier for location on Solv system | 0404149TH |
Timezone | Location's timezone for date conversions | America/New_York |
Solv Account |
|
|
Solv Account ID | Case sensitive hashed unique identifier for Solv Account associated with phone number | NzRykZ |
Solv Account Phone Number | Phone number associated with account profile | (210) 375-9241 |
Solv Account First Name | First name on the Solv Account | Mary |
Solv Account Last Name | Last name on the Solv Account | Brown |
Solv Pay Stripe Customer ID | Stripe customer ID for Account | cus_Zabf4FoMfi6qjv |
Patient User Profile |
|
|
Solv User Profile ID | Case sensitive hashed unique identifier from Solv system for Patient's user profile | AAbY9n |
Patient First Name | First name from patient's user profile associated with Solv booking or Stub booking | Noah |
Patient Last Name | Last name from patient's user profile associated with Solv booking or Stub booking | Brown |
Patient Email | Patient's email address | |
Patient Birth Date | Patient's date of birth associated with Solv booking or Stub booking | 12/29/2024 |
Patient Phone Primary | Primary phone number from patient's user profile | (210) 375-9241 |
Patient Phone Alternate | Secondary phone number from patient's user profile | (212) 403-6512 |
Booking |
|
|
Solv Booking ID | Case sensitive hashed unique identifier for booking on Solv system | AY2953 |
Stub Booking ID | For manual or imported patients that cannot be matched to an existing Solv booking, Solv generates a stub booking identifier | RDoqLJ |
Appointment Date | Date of the medical service (local timezone) associated with Solv booking or stub booking | 2025-03-15 |
Appointment Time | Time of the appointment | 2025-12-12 00:45:00 |
Authorized Payment Method Stripe ID | Stripe ID for card on file | pm_1SdPyzDF6dGldWWNfOig8DM1 |
Payments Card on File Authorized Source | Source of card authorization for the booking | Possible values:
|
Payments Card on File Authorized Date | When card on file was authorized for the booking | 2025-12-12 08:00:14 |
Booking Status | Current status of the booking | Reserved, Here, Ready, In Exam Room, Discharged, Cancelled, No Show |
Visit Type Name | Type of visit booked | Immigration Physical |
Reason For Visit | Patient's stated reason for the visit | rash on his face |
Patient Notes | Free-text notes about the patient |
|
Scheduled Payments |
|
|
Scheduled Payment Date | Date for scheduled payment | 2025-12-12 14:26:53 |
Scheduled Payment Status | Current status of scheduled payment | Possible values:
|
Next Reminder Date | Date of next payment reminder SMS to be sent | 2025-12-27 06:47:15 |
EMR |
|
|
EMR Visit ID | External EMR system's visit identifier | 4851798 |
EMR Patient ID | External EMR system's patient identifier | E15562390 |
Other External Ids | Additional external system identifiers (e.g. Patient GUID, Appointment GUID) | [{"patient_guid": "93Z3041C-65D7-F011-801X-0050568C09F2"}, {"appointment_guid": "A1F4FB21-65D7-F011-801A-0250518C09F2"}, {"encounter_guid": "C261591F-65A7-Z011-801A-0050568C09F2"}] |
EMR Claim ID | External EMR system's claim identifier | 741025 |