How to view a breakdown of Settlement

When customer payments are received either by BPAY, Virtual Terminal or Direct Debit you will see an individual transaction for that payment in your Payments Tab. 

Once a payment has cleared (refer to payment clearance times) it is grouped together with any other payments that are ready to settle and one deposit is made to your nominated financial institution. 

We will send you an email to notify you have a new settlement. To view each individual payment:

Click on REPORTS from your left hand side menu panel
On the main page click on SETTLEMENTS > Click the date of the Settlement received  
If you click on a payment, you can view the payment receipt and email your Customer a copy of this or action a refund. 

From here you can print a report or download a CSV file containing a list of all the payments relating to the settlement.

 

 

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