Transaction Reports

How Do I See Refunded Amounts in The Transaction Reports? 

How Do I View Transaction Reports? 

How Do I View How Much I Have Paid in Fees? 

How Do I See Refunded Amounts in The Transaction Reports?

Payment Reports

In some circumstances, you may wish to view refunds you have made on the system - to find out how to do this, follow the steps below:

Transaction Reports

Step 1: Hover over the ‘View reports’ icon and choose from ‘Transaction report for activity period’ - which will show you a report for a select period in time you decide or ‘Transaction report for accounting period’- which will show you transaction reports based upon your set accounting period.

Step 2: To view only refunded amounts within the report you need to filter your view by transaction type by clicking ‘Select’ next to ‘Filter by:’.

Step 3: From here, untick ‘Credit’ and ‘Chargebacks’ leaving only ‘Refunds’ ticked and click ‘OK’. This will then filter the report to show you only refunded amounts.

Once you have followed these instructions you will have successfully viewed refunded amounts in reports.

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How Do I View Transaction Reports?

In some circumstances, you may wish to view transaction reports on the system - to find out how to do this, follow the steps below:

Step 1: Hover over the ‘View reports’ icon and choose from ‘Transaction report for activity period’ - which will show you a report for a select period in time you decide or ‘Transaction report for accounting period’- which will show you transaction reports based upon your set accounting period.

Step 2: Within the report you can change the date range you are viewing (as long as it is within your accounting period) at the top by changing the date in ‘From:’ and ‘To:’ and clicking ‘Search’. You will also be able to view a transaction based on a transaction ID by filling in the ‘Search transaction ID’ field and clicking ‘Search’. Additionally, you can filter your view on payment or transaction type by clicking ‘Select’ next to ‘Filter by:’.

Once you have followed these instructions you will have successfully viewed your transaction reports.

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How Do I View How Much I Have Paid in Fees?

In some circumstances, you may wish to view a breakdown of your transactions and see what you have paid in fees - to find out how to do this, follow the steps below:

Step 1: Hover over the ‘View reports’ icon and choose from either ‘Transaction report for activity period’ - which will show you a report for a select period in time you decide or ‘Transaction report for accounting period’- which will show you transaction reports based upon your set accounting period.

Step 2: Within the report you will be able to see eleven different columns, these columns are:

• Date
• Time
• Gross Amount
• Gross Transaction Fee
• Net Amount
• VAT in Transaction Fee
• Net Transaction Fee
• Payment Method
• Payout ID
• Transaction ID
• Type

Step 3: Within the report, you can change the date range you are viewing (as long as it is within your accounting period) at the top by changing the date in ‘From:’ and ‘To:’ and clicking ‘Search’. You will also be able to view a transaction based on a transaction ID by filling in the ‘Search transaction ID’ field and clicking ‘Search’. As well as being able to filter your view by payment or transaction type by clicking ‘Select’ next to ‘Filter by:’

Once you have followed these instructions you will have successfully viewed the fees you have paid.

How do I report on offline payments?

First define the date range using the date range selector on the right-hand side.

You can filter your offline payments using the ‘Payment method’ column, using a search that contains the word ‘Offline’ (just click on the three dots).

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