Easily access and export your settlement reports to keep track of daily transactions and deposits. This guide will help you navigate the process quickly and easily.
Stay informed about your financial transactions with our easy-to-use settlement report feature. This guide will walk you through the steps to view and export these reports for better financial management.
Note that this feature is only available with certain processors. Please contact our support team for more information.
1. On the Home page, click the RECEIVE card.
2. In the Receive Payments menu, click on Receivables History.
3. In the receivables history, click on the Reporting icon on the complete right of the menu bar.
4. Next, select the Calendar icon on the left to select a date range for the transaction followed by the Download button. Once selected, an automated email will be sent to you with the settlement report attached in CSV format.
