Payments and Refunds Summary – Including Sub-Accounts

Source: https://platform-support.certain.com/hc/en-us/articles/30764203930007-Payments-and-Refunds-Summary-Including-Sub-Accounts

Keywords: Payments, Refunds, Summary, Sub-Accounts, Report Results Window, Date Range, Display Report, Registrations to Include

Document ID: https://platform-support.certain.com/hc/en-us/articles/30764203930007-Payments-and-Refunds-Summary-Including-Sub-Accounts#split1

Overview

The article describes the Payments and Refunds Summary for the current account and all of its sub-accounts.
The summary groups payments and refunds by payment type and by date processed.

Interacting with the report

Date values and payment totals can be clicked to display the corresponding individual payments or refunds.
A separate Report Results window displays the corresponding payments or refunds.

Report parameters and actions

Report parameters can be changed.
Date Range can be adjusted.
Payment Types can be adjusted.
Registrations to Include can be adjusted.
Display Report can be clicked to update the report.

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Reports FAQ – Report Results Window

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