How to download reports and invoices in Essentials

Download invoices

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

Log in to Essentials.
In the left hand side menu, go to Finance > Invoice > View the preferred invoice.

In Essentials, you have the option of downloading reports or an entire dashboard:

Log in to Essentials.
In the side menu, go to Finance > Report.
For reports, click on Generate report. For the dashboard, click on Export.

Note: Data is only searchable for the previous two years.

There are three types of reports (and one dashboard) you can download. Here’s a summary of what they are:

Report	Report type	Report period
Aggregate Settlement	Aggregates all balance level adjustments over a period of time. You can use it to see fees, settlements, and refunds.	Daily, weekly, and monthly
Interactive Payment Accounting	List of payment status changes, events, and modifications for all transactions.	Free range
Settlement Details	Automatically generated report that contains all balance level adjustments of a single batch — such as settlements, refunds, or fees.	Per payout (batch)
Sales and payout dashboard	Overview of your payouts. You can compare it to sales and refunds within a certain period.	Free range