365pay reports
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View and manage the Payout History report
Learn how to generate and review the Payouts History report on the Merchant Portal.
The Payout History report offers valuable insights into your earnings by providing a detailed breakdown of past payouts and a preview of your upcoming payout. This comprehensive report includes transaction-specific details such as refunds, commissions, and fees, which help streamline reconciliation efforts and enhance financial transparency.
In this article, you’ll learn how to generate, print, and export the Payout History report.
View Payout details
Important: To view 365pay payout information, your account must have the “Finance Balance” and “Finance Payout” permissions enabled in the Portal role assigned to you. Refer to Set up and manage Staff List to learn more.
Access the latest payout information for a selected date range.
To view the Payout details, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Reporting. Then, click on Finance.
- Select Payouts History.
- Select your preferred payout date range that you want to check.
- Click on Submit to confirm.
The "Payouts" page includes a summary of the total payout amount, total sales, and transaction costs in the selected date range.
The Payout amount is your total sales from that period, deducted from the cost of transactions and the amount of refunds.
View Payout History
Gain valuable insights into your business's financial performance by tracking payout trends over time. This visual summary allows you to quickly identify patterns, spot potential issues, and make informed decisions about your financial strategy.
View Payout Details
The report displays your payouts, along with relevant financial information such as opening balance, sales, transaction fees, and more. You can expand each payout to view details per payment method or transaction. Additional details can be found in the drop-down menu to gain a more granular view of your sales data.
Print a Payout History report
To print a Payouts History report, from the "Payouts History" page, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export a Payout History report
To export a Payouts History report, from the "Payouts History" page, click on Export Data. An Excel file of the report gets downloaded to your computer. Open the file to view your exported Payouts History report.
