How do I get a transaction report for reconciliation?

Easily view transaction history from the Virtual Terminal or the Account Admin's home dashboard in the app.

We've created an Invoice summary on the Home dashboard for Admins to see the number and total amount of Paid vs. Unpaid Invoices.

summary-home-dashboard

 

For those accounts that have a ClearGate merchant account (aka, set up to take credit card payments), simply log in to the virtual terminal to see your reporting options.

  • If you are not yet set up to accept credit card payments, be sure to request an application today!