Under Payment Activity, the Charges report shows all Fees being processed for each location. The report can be filtered by:
Fee Types
Last Status Change
Locations
Status
We recommend filtering for pending/open/complete statuses to remove failed charges.
The report will display for each fee:
Fee Type
Billing Type
Billing Cycle Start Date
Billing Cycle End Date
Funds to be Collected on Date
Last Status Change Date
Method
Location
Fee Eligible Revenue
Fee
Download
You may export the view with filters (if applicable) by clicking Download Options:
Download Summary: Export as seen on the screen
Download Detailed Report: Export detailed transaction-level data, rather than an aggregate view, giving you deeper insights into each transaction item.
Details
By clicking Details in the table line, you will see the details of the charge, including:
Status History
Date
Status
Description
Method User
Items
Order Number
Category
Date
Product Type
Revenue
Fee Name
Real-Time Transfer (if applicable)
