View Reports
The Settlement Reports feature in the Live Payments Portal provides you with a clear view of your transaction settlements. You can easily manage, review, and download settlement reports in PDF format, ensuring you have the essential financial documentation needed for record-keeping and accounting.
Daily Reports
This component provides you with detailed reports on daily transactions, including sales, deductions (such as refund, chargeback), fees, and amounts paid to the bank. Each report can be expanded to display a breakdown of transactions by product type (e.g., Terminal, Virtual Terminal, eCommerce and LiveTap).
Monthly Reports
You can generate and download monthly settlement summaries, offering a consolidated view of your financial activities for the selected month. These statements summarize total sales, fees, and net amounts settled.
Annual Reports
You can generate annual settlement statements, providing a comprehensive summary of all transactions and settlements over the fiscal year. These reports are essential for annual financial reporting and tax purposes.
Popular Articles
Tipping
Tipping can be switched on or off by contacting customer support. Tip options of Round Up, two variable percentages (e.g., 5%,10%) and a custom amount are displayed on the Confirmation screen. Your customer selects a tip option and presses Add tip, ...Get started with the PAX A920Pro
Your PAX A920pro terminal is preconfigured to start accepting payments right away and will automatically connect to the Telstra 4G network, or you can connect with Wi-Fi. Charge terminal Before proceeding with the setup, please connect your PAX ...Introducing our Live Portal
Introduction Welcome to our Live Portal! With our Live Portal, you have the power to effortlessly view, search, and download lists of transactions with just a few clicks. Say goodbye to cumbersome processes – now, accessing your transaction data is ...How do I start an eCommerce business?
The best way to start an eCommerce business is to plan it, resource it correctly, and make sure it’s search engine friendly before you go ‘live’. 1. Know your audience and product The first step when starting an eCommerce business is researching your ...Get Started
Your DX8000 terminal is preconfigured to start accepting payments right away and will automatically connect to the Telstra 4G network, or you can connect with WiFi. Charge terminal Before proceeding with the setup, please connect your DX8000 to ...
Related Articles
View your information
View Your Business Details General Details Section: This section displays core account information such as: Registered Entity: The entity which your account is registered under Trading Name: The registered trading name of your account Australian ...Site Switch
The Site Switch Badge in the Live Payments portal allows you to easily manage and navigate between multiple business locations or sites. This feature is ideal for businesses with multiple operational sites, offering a streamlined and intuitive way to ...Introducing our Live Portal
Introduction Welcome to our Live Portal! With our Live Portal, you have the power to effortlessly view, search, and download lists of transactions with just a few clicks. Say goodbye to cumbersome processes – now, accessing your transaction data is ...Viewing transactions
Welcome to our portal, where accessing payment information is a breeze. Here's how you can navigate through transactions and settlements. Transactions To view transactions, head over to the 'Sales' tab and click on 'History'. Our system will ...