This article walks you through how to view and manage your payments now that your Merchant Account is set up. 

Before you begin

If you have not yet configured your Merchant Account, please follow the setup steps in the Merchant Accounts Setup guide. Your account is ready once the Merchant Acct tab displays: 'Your merchant account is fully set up.' 

Using the Payments module

Once your merchant account is set up, you can view data within the Payments module.

The Payments module includes two main sections: RECEIVED and PAID OUT. By default, you will land on the RECEIVED tab.

Received payments

The Received tab displays a running list of all payments, including Date, Status, Sender, and Amount. 

Filtering payments

Use the filter options to refine results. Multiple filters can be used at the same time.

Exporting payments

Click Export in the top-right corner to download a CSV.

When exporting, you can choose a specific date range and customize which columns appear in the export.

Paid Out transactions

The PAID OUT tab shows all payouts made to your connected bank account. It includes the same filtering and export features as the RECEIVED tab.

Managing payout settings

Click See details in the PAID OUT tab to view balances, add or withdraw funds, and update payout settings.