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Review your financial activity with Payments and Payout reports
Review your financial activity with Payments and Payout reports

Get a better understanding of your financial activity with the payments and payout reports

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Within the Finance section of the Billing feature, you can view your financial activity under the sections Payments and Payouts.

Payments report

Shows all manual payments recorded, along with all Karbon Payments collected. Each Karbon Payment provides further detail, including the payout it is part of, the payment processing fees, and the net amount you'll receive in your payout.

There's also an Excel export available, so if you're unsure of why you have been charged certain fees, it will provide insight and clarity. The Excel export has two worksheets, one for payment details, and the other one for payouts.

Delete manual payments

If a mistake is made when recording a payment from a client, or their check is returned with insufficient funds, these manual payments can be deleted here as well. Only colleagues who are admin users with Billing access will be able to make this manual change.

Payouts report

This report provides details on all payouts you have received from Karbon Payments, along with any payouts currently being processed, or those on their way to your bank account. This report will match up with the dates and deposits you see in your bank statement. The same Excel export is available as before.

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