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How to View the Payment Summary Report
How to View the Payment Summary Report
Updated over a week ago

The Payment Summary Report shows the payments made by accounts, the payment methods offered, and if the charge contained any refunds. Filter this report further by Account/Member Name, report time range, location, and bank.

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Click the Payment Summary tab.

  3. Filter the report as desired.

  4. Click Generate Report to view the results.

  5. If desired, click Export to Excel and save the file to your computer.

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