Download Payment And Settlement Reports In Infusionsoft Payments Merchant Center

With Infusionsoft Payments, you can generate and download Payments and Settlements reports, from within the Merchant Center.  An email will be sent with a download link for your report after it is generated. Please note that there is a 24-hour data delay for Transactions reports and a 6 hour data delay for Settlement Reconciliation reports.

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How to download a Transaction Report

  1. Click on Reporting in the menu on the left-hand side of the page.

  2. Click the Settlements tab.

  3. Click the Download CSV button next to the Settlement you want to reconcile.

    Please note: Settlement Reports are available 6 hours after the settlement occurs

    Settlement

  4. Once the Download CSV button is clicked you will see a pop-up that says "Your report is being generated, an email will arrive when it’s ready"

    Settlement2

  5. Once the email arrives, click the Download Now button

    Settlement3

    • If you are still logged into your Merchant Portal the report will download automatically

    • If you're not logged in, then you will directed to the WePay signin page. Once logged in, the report will automatically download.


 

 

 

 

View Transaction History Report

  • Click on Reporting in the menu on the left-hand side of the page.

  • Click the Payments tab.

  • Choose a date range for the transactions the merchant would like to download, then click Apply.

  • Click the Download CSV button next to the Date Range.

    Settlement4

  • Once the Download CSV button is clicked they will see a pop-up that says "Your report is being generated, an email will arrive when it’s ready"

    Settlement3

    Please note: Transaction History Reports will be emailed within 24 hours of request.

  • Once the email arrives, click the Download Now button in the merchant’s email notification

    Settlement3

    • If you are still logged into your Merchant Portal the report will download automatically

    • If you're not logged in, then you will directed to the WePay signin page. Once logged in, the report will automatically download.


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