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.

 

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.

Note: We are working on some new features and enhancements, such as an integration that will send all invoices directly to your QuickBooks account. Follow and watch our social media channels to quickly find out about new enhancements such as this one!

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