Payment Reports display data from received and recorded payments from customers. View all payments, payment types, and which customers are bringing in the most business.
View Payment Reports
Select the Reports icon from the left-side navigation bar. Find the Payments section.
All Payments
What payments were made at the shop? View key information on all payments made in your shop, including both payments received and refunded.
Select Filters to select which data is displayed.
Paid: Displays data from payments within the date range selected
Payment Type: Card, cash, check, or other
Customers: Select specific customers to view their payments
Transactions
How much did the shop process through Shopmonkey Payments this month?
The Transactions Snapshot includes Gross Revenue, Fees, and Net Revenue.
Gross Revenue: Total amount charged to customers and fleets
Fees: Total of processing fees
Net Revenue: net revenue = gross revenue - fees
Select Filters to select which data is displayed based on the paid date.
Payouts
When did the shop’s last Shopmonkey Payment happen? View the status of your current and past payouts. Find the date the payout was initiated, the date it arrived in your account, the bank account it was sent to, the amount of the payout, and the status of each payout.
What are Payouts?
Payouts are the accumulation of your transactions using Shopmonkey Payments. Payouts are usually sent to your bank account on a 2-business day rolling schedule. Check out Shopmonkey Payments: Payouts to learn more.
The Payouts Snapshot includes In Transit and Remaining Balance details.
In Transit: The accumulated payout that is in the process of moving to your connected bank account (typically 2 business days)
Remaining Balance: The accumulated transactions processed with Shopmonkey Payments that have not yet begun to transition to your connected bank account. The balance represents all transactions from the last payout onward and is likely to change as transactions are still accumulating. Once done accumulating, this balance will be bundled as the following payout
Select Filters to select which data is displayed based on the arrival date.
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