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How to View the Charge Category Report
How to View the Charge Category Report
Updated over a week ago

NOTE: Discounts and coupons reduce the reported charge amount.

The charge category report gives a view of the charge and payment summary. The charge category, the type of charge, the amount by date, the total, and which bank account it was allocated to are shown within this report.

This report can be filtered by time range, Payout Batch/Reference ID, and paid and credited amounts.

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

  2. Click the Charge Category Report 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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