See all sales and payouts

The Sales to Payout Dashboard, in Finance can be used to see all sales and payouts made by that merchant in a specific time frame.

1. Log in to Essentials.
2. Go to Finance > Sales Day Payout dashboard.

Sales

Sales shows all sales and refunds made during a selected time frame. By selecting a bar, you can find for a selected time period:

• All payable batches
• If they’ve been paid out
• How many sales and refunds took place
• An overview per payment method.

Tip: If you can’t see any bars, no sales were made during that period.

Payouts

Payout shows all information regarding payouts. The bars represent all payouts made during a selected time frame. By clicking on a bar you can see which batches were paid out and what the batch consists of (if it includes deposit corrections, reserve adjustments, Invoice deductions or anything that is not a sale or refund). 

Tip: With Payouts you can download the settlement detail report for the payable batch of that day.

Extra tips

• The dashboard shows sales and payouts in currencies that have a current active payout account.
• If multiple currencies are processed, you can select the currency you want to see.
• You can download the bank instruction letter as confirmation of the processed payout.
• The timezone of sales is based on CE(S)T time.