Payouts
This guide describes how to manage your payouts in Checkout Portal.
Overview
The Checkout Portal Payouts section gives you an overview of all your payouts. This shows your current balance divided into the different currencies including an overview where it is possible to toggle the timeframes of the payouts.
The Payouts overview shows:
- Date
- Currency
- Payout amount
- Charged amount
- Charges count
- Refunded amount
- Refunds count
- Transaction fee
- Payout reference
For each of the payouts, you can perform quick actions and view more details.
Currencies
If you use multiple currencies, select a currency to view its payouts.
Numbers
For the selected currency, the overview shows your total balance, pending refunds, and latest payout.
Date range
To view payouts for a specific period, click Date range and choose a preset option, such as Yesterday, Last 30 days, or This month. To set a custom range, select the start and end dates in the calendar.
Columns
Payouts within the selected date range appear at the bottom of the page. Click Columns to choose which columns to display. The most commonly used and important columns are included by default. Select or clear the checkbox next to a column name to add or remove that column. Click Select all at the top of the menu to select or clear all columns. Click Reset to default to restore the default columns.
Export list of Payouts
To export payouts for the selected date range, click the Export icon. In the window that opens, choose whether to include the payout summary, payout details, or both. Select CSV (.csv) or Excel (.xlsx), then click Download.
View details
To view details for any Payout in the list, click the > icon View details in the right most column.
After clicking the > icon View Details, the Payout details page appear, listing specific details for a single payout. Order summary includes Charges, Refunds, Chargebacks, Adjusments, Fees and the total Payout amount.
Transfer details, includes name and address of both Payout sender and Payout recipient (your company), as well as recipient bank account details.
The summary of the specific Payout, can be printed by clicking the Print summary icon at the top right.The list of orders in the specific Payout can be exported (by cliking the Export icon), and downloaded as either CSV (.csv) or Excel (.xlsx) by clicking Download from the popup window..
