How to view all transactions and paid fees

How can I see all my payment transactions and fees paid?

Any payment you receive through Sunrise Pay is tracked from within your payments account. You can access this account at any time.

Here's how:

  1. Click on Payments and sign in to your merchant account. 
  2. From the left-hand column, choose Reporting (If on a mobile device, tap the three lines in the top right to show this column)
  3. Choose between viewing payments or settlements (Some settlements may contain multiple payments)
  4. You can download a detailed report as a CSV file of any payments listed. Handy for bookkeeping and accounting.

This report will show both Payments and Withdrawals.

Payments are when your client makes a payment to you. They will be listed as positive amounts, indicating that money came into your payments account, and will include the name of the client who paid you.

Withdrawals are when funds are paid out to you. They will be listed as negative amounts, indicating that money came out of your payments account, to be deposited into your bank account.

The report will also show how much you've paid in fees, which may be useful when filing your taxes.

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