If you're using WePay you can easily view and export payout reports within your account. Payouts are the payout summaries from your GivingFuel donations. In the payout report, you'll find a breakdown of all transactions, including refunds and chargebacks, in each settlement. It will be fast and easy to calculate your net revenue!
Click on Payouts in your Reports dropdown.
You can filter by Product or Gateway.
Select Details to view the transactions in each settlement.
Upon clicking the details of the payout, you'll be taken to a screen itemizing each transaction, the fees, and net deposit amount in that payout. Here is a sample screenshot of what this report looks like.
The details page will show the date, product, billing name, page name, amount, fees deducted, and net amount will display for each transaction. You can also export this information with a deposit report.
In the transaction report you can also include the settle date and the settled amount to be included in the export.
FAQs -
What if I'm not using WePay?
This feature is only available with our in-house gateway. If you're using a custom gateway, these details will not pull into our system. You can export a net revenue report from the gateway instead.
Can I change the deposit settings?
Yes, you can login to your WePay account and adjust the settings there. You can choose daily, weekly, or monthly deposits.
What if there is no information listed under details?
You can click Request Report to re-ping the gateway, that will sync the data back to the GivingFuel side.
