Solutions   /   Reporting & insights

Every payment. Every report.

Card, QR, payment link, email or batch, every payment lands in one place. Run the report you need in seconds, slice it any way, and send it straight to your accountant.

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October · All paymentsOct 1 – Oct 31  ▾
Collected$412,860
Avg. sale$4,215.98
QR payments318

COLLECTED BY METHOD

  • Batch $168K
  • Card $112K
  • Link $74K
  • QR $41K
  • Email $18K

RECENT REPORTS

Report sent to accountant Invoices, October.xlsx

The reports you’ll actually use.

  • Daily settlement What came in today, by method and location, ready to match to your bank deposit. Daily
  • Payments by method Card, QR, payment link, email and batch side by side, see how customers like to pay. Any range
  • Invoice tracking Every invoice sent, open, paid or resent, by customer and date. Monthly
  • Batch results Approved, declined and retried for every batch run, with reasons. Per batch
  • Customer history Every payment from one customer, with receipts and stored cards. On demand
  • Accounting export Payments and receipts formatted for your accounting software. Any range

Slice it any way. Send it anywhere.

FILTER BY

  • Date range
  • Customer
  • Payment method
  • Batch
  • Location
  • Card type
  • Invoice sent

EXPORT AS

  • CSVFor your bookkeeping or accounting import
  • ExcelFor month-end and your accountant
  • Shareable summaryA clean overview for owners and managers

Month-end in one click.

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