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

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

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:

  • Click on Payments and sign in to your merchant account. 

  • From the left-hand column, choose Reporting (If on a mobile device, tap the three lines in the top right to show this column)

  • Choose between viewing payments or settlements (Some settlements may contain multiple payments)

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 include the client’s name 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.


    • Related Articles

    • 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: Click on Payments and sign in to your merchant account.  From the left-hand column, choose Reporting (If on ...
    • Recording Check Payments

      Recording a check payment can be done in a few simple steps with Sunrise. Once your customer has paid you, you’ll want to record that payment. But how? We’ll take you through the steps of recording a check payment. Let’s get started!  Step 1: First, ...
    • How do I use WePay to accept credit cards and ACH payment?

      How do I use WePay to accept credit cards and ACH payment? WePay, powered by Chase, is a quick and secure way to accept credit cards and bank transfers for invoices. If you have a Lendio account, then you already have access to WePay and can ...
    • How To: Process Credit Card Payments?

      Created: August, 12th, 2022 Overview While credit card payments are seen as negative transactions in the checking account bank feed, they are not expenses. These payments are not considered an expense but a transfer.  The individual transactions that ...
    • Credit Card Payments with Stripe

      Stripe Payments are not available with free subscriptions. Upgrade your subscription here to use Stripe.  You’ve created and sent your first invoice in Sunrise. Yipee! Days pass, and your customer still hasn’t paid you. Sad Face. Our integration with ...