Monthly Statements
- Betsy Harbison
The Monthly Statements page allows you to generate a statement of your business activity over a single-month period.
Navigate to the Monthly Statements page by clicking Reports in the left-hand navigation panel to open a drop-down menu, then select Monthly Statements.
Partial view of the Monthly Statements page, including the Month and Year Drop Down Menus.
Monthly Statements Features
Generate and Download Your Statement
To generate a new statement, select the month and year of interest from the drop-down menus on the page. Click GENERATE to generate the statement. The statement will appear below the drop-down menus in the page.
You can download the statement as a .CSV file by clicking the DOWN ARROW icon in the upper right hand corner of the statement. Print or save the statement as a .PDF file by clicking the PRINTER icon in the upper right hand corner of the statement.
Statement Features
The Monthly Statement contains information about your account for a specific time period, and includes the following information:
Statement Section Name | Description |
|---|---|
Monthly Summary | This section contains the summary of each category: total sales, refunds, chargebacks, adjustments, and fees. The section displays these as both number of items as well as the dollar amount for each category. |
Deposit Summary | This section displays a table of any deposits made to your account, as well as deposit amounts and other information. |
Processing Summary | This section displays a table of credit card transactions and related information. |
Processing Fees | This section displays a table of any fees associated with card processing that occurred during a transaction. |
Interchange Fees | This section displays a table of any interchange fees associated with a transaction. |
Other Fees | This section displays a table with information about any other fees that were charged to your account during the month and year of the generated statement. |