reseller:console:reports_billing

Pending Billing and Billing History Reports

Pending Billing

Pending Billing Report

The Pending Billing Report provides you will up to date information about charges pending on merchant accounts as well as any cost to you, the reseller, additional fees and residual payments. This report can be printed, emailed and exported in either tab or comma delimited format.

To reorder the report by Company, Total Collected, Reseller Cost, Collection Fee, or Residual Payout, simply click on the name of the preferred column.

Pending Billing Fields
Company Name of Merchant Company
Total Collected Total amount charged to Merchant by gateway company
Reseller Cost Amount charged to reseller
Collection Fee Fee charged by gateway company for merchant billing
Residual Payout Difference between Total Collected and Reseller Cost - if the Total Collected is greater then the Reseller Cost the number in this column will be positive: the amount that will be passed on to you, the reseller; if the Reseller Cost is greater than the Total Collected the number in this column will be negative: the amount that will be billed to you, the reseller. (The later will most often be the case when you have not enrolled in direct merchant billing and have elected to bill the merchant yourself.)

Billing History

Billing History Report

To view your billing history, select the month you would like to view from the drop-down menu and click the View button.

The Billing History Report allows you to view billing information for merchant accounts as well as any cost to you, the reseller, additional fees and residual payments. This report can be printed, emailed and exported in either tab or comma delimited format. To reorder the report by Company, Total Collected, Reseller Cost, Collection Fee, or Residual Payout, simply click on the name of the preferred column.

This report can be printed, emailed and exported in either tab or comma delimited format.

To reorder the report by Company, Total Collected, Reseller Cost, Collection Fee, or Residual Payout, simply click on the name of the preferred column.

Billing History Fields
Company Name of Merchant Company
Total Collected Total amount charged to Merchant by gateway company
Reseller Cost Amount charged to reseller
Collection Fee Fee charged by gateway company for merchant billing
Residual Payout Difference between Total Collected and Reseller Cost - if the Total Collected is greater then the Reseller Cost the number in this column will be positive: the amount that will be passed on to you, the reseller; if the Reseller Cost is greater than the Total Collected the number in this column will be negative: the amount that will be billed to you, the reseller. (The later will most often be the case when you have not enrolled in direct merchant billing and have elected to bill the merchant yourself.)

Customize

To customize the report, click the Customize button located at the top left of the list of merchants.

Customize Reports

Simply select the fields you would like to include in your report in the left hand column and click the Add button in the middle. To remove fields from your report, select them in the right hand column and click the remove button in the middle. When you are happy with your selections, click the save button at the bottom, or the cancel button to revert to the previous settings.

Reporting On

You can also determine which reseller accounts to include in your report. At the top of the screen a thin banner will appear, informing you which resellers are currently being included in the merchant activity report. To add resellers to your report, select the fields you would like to include in your report in the left hand column and click the Add button in the middle. To remove resellers from your report, select them in the right hand column and click the remove button in the middle. When you are happy with your selections, click the save button at the bottom, or the cancel button to revert to the previous settings.

View

View Date Range

To view a selected range of transactions, simply select the start and end dates for the report from the drop down menus at the top left of the screen and click the view button.

Print

Print Report

To print the report in the range that is displayed on the screen, click the Print button at the top of the screen. A printer-friendly version of your report will be displayed on the screen, and a printer dialogue box will open. Once you have printed your report, use the back button on your browser to return to the reports screen.

Email

Email Report

To email the selected report to yourself, or another recipient, simply click the Email button at the top of the page. A new screen will open with an email form and the report listed below as an attachment. You will need to enter your email and the email address (or addresses) you would like the report sent to. Be sure to separate each email address in the Email To: box with commas, like this: email@emailone.com, email@emailtwo.com.

Export

Export Report

To export the selected report, you must first select the format you would like from the drop down menu near the top right of the screen. You can export the report in either tab or comma delimited format for use in programs such as Microsoft Excel. Then click the Export button and your download will begin immediately.

reseller/console/reports_billing.txt · Last modified: 2009/07/17 09:05 by nell

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