How can I download reports and invoices in Essentials?

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Do you have the right user role?

Please check whether you have one of the following user roles:

  • Download Reports

  • Generate Reports

  • Merchant Reports

Download invoices

We send your monthly invoice to the email address used in the initial application for an Adyen merchant account.

  1. Log in to Essentials
  2. Go to Finance > Invoice.

Download reports

Franchisees or their accountants can download several reports in Essentials. In the Finance section, they can find 3 reports and 1 dashboard they can download.



Report type

How to download

Date range

Aggregate Settlement

Aggregates all settled payments over multiple days. Payments are aggregated by the card schemes and/or payment methods.

Right top corner Generate report

Daily, weekly, monthly


Your monthly invoice from Adyen.



Settlement details

Contains every settled payment on one or multiple days

Automatic generation

Right top corner Generate report

Per payout (batch)

(dashboard you can download)

Overview of your payouts, and compare these to sales and refunds in a certain period.


Last day, 7 days, 14 days, 30 days, last month, last 3 months, last 12 months, or custom

Let's practice

Learn more on this topic and practice what you’ve learned.

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