The Payments and Payouts reports provide a clear view of every client transaction and how funds are deposited into your firm’s bank account. These reports also detail processing fees and any surcharges applied.
Where to Find It
Navigate to:
Billing > Finance > View All Payments > Export
This section is divided into two tabs:
Payments – Details about each invoice payment
Payouts – Summary of bank deposits (bundled by disbursement)
Payments Tab
The Payments tab provides:
Client Name
Payment Type (e.g., Manual, Failed, Refunded)
Payment Method (Direct Debit, Card, or ACH)
Surcharge (if applied)
Gross Payment Amount
Karbon Payment Processing Fee
Net Amount received by your firm
Tip: You’ll see what type of card was used and whether the surcharge was sufficient to cover the associated fees.
Payouts Tab
The Payouts tab shows:
Payout Date
Total Net Amount sent to your bank
Status (e.g., Paid, Pending)
This is useful for bank reconciliation and tracking funds across multiple client payments.
Surcharges and Netting Out Fees
Karbon allows you to apply surcharges to pass payment processing costs to clients.
These are shown in the gross amount collected.
Processing fees (e.g., 2.6% + $0.30 for Visa) are deducted against the gross amount collected before payout.
Karbon ensures transparency by showing exact fee details per transaction.
Note: In some jurisdictions, it’s illegal to profit from surcharges. Make sure your surcharge does not exceed the actual processing fee.
Best Practices
Monitor Payouts regularly to verify deposits
Export your Payments Report for reconciliation
Use the Status column to follow up on failed payments
Leverage auto-pay to ensure consistent client payments