Accessing the Deposits Tab
From the left-hand navigation menu, select Deposits to open the deposits view.
Year-to-Date Deposit Summary
At the top of the Deposits tab, you’ll see a Year-to-Date (YTD) summary that provides a high-level snapshot of your deposit activity.
This summary includes:
Total deposits
Average deposit amount
Total deposited amount
Filtering Deposits
You can narrow down deposits using the available filters:
Date Range – View deposits for a specific timeframe
Store – Select all stores or a specific store
Search – Search by Deposit ID to quickly locate a specific deposit
Once filters are applied, the deposit list updates automatically.
Exporting Deposit Results
After applying your filters, you can export deposit results for reporting or reconciliation.
Click Export Results
Choose your export format:
CSV
Excel
Confirm the export
The file will be emailed to the email address associated with your user account.
Viewing Deposit List
Below the filters, you’ll see a list of deposits that match your selected criteria.
Each deposit row includes:
Deposit ID
Payout issue date
Store name
Number of transactions
Number of chargebacks
Number of refunds
Gross amount
Fees
Surcharging amount
Remaining fees
Net amount
Currency
Deposit status
Select any deposit to view additional details.
Viewing Deposit Details
When you open a deposit, you’ll be taken to the deposit details view.
From this screen, you can review:
Deposit status
Location / store
Issue date
Card brand summary
Deposit summary
Viewing Transactions Within a Deposit
Within the deposit details view, select the Transactions sub-tab to see all individual transactions included in that deposit.
This view allows you to review each transaction independently for reconciliation and audit purposes.
Exporting Deposit Details & Transactions
You can export data from both sub-tabs within a deposit:
Details sub-tab
Transactions sub-tab
Available export formats:
CSV
Excel
PDF (coming soon)
Exports will be emailed directly to the logged-in user.
Summary
The Deposits tab gives you full visibility into your payout activity, from high-level summaries to individual transaction details. With flexible filtering and export options, you can easily reconcile deposits, review fees, and track payment activity across your business.