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How to View the Payment Summary Report
How to View the Payment Summary Report
Updated over 4 months ago

The Payment Summary Report shows completed payments by accounts, the payment method, and if the charge had any refunds.

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

  2. Click the Payment Summary tab.

    • If you do not see the tab, scroll through the report tabs using the left and right arrows.

  3. Filter the report as desired.

  4. Click Generate Report.

  5. Click Export to Excel to download the file to your device if desired.

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