Customizing your Settlements view
Above your Payments default table, you will see a number of options to customize the information you see in the table. You can search for settlements, filter by location, filter by date, or download reports.
Search for settlements by settlement number, amount minimums and maximums, date range and location.
Easily filter the view by Location.
You view a single location, multiple locations, or all locations, using either the Merchant Number or ID.
Filter by Date or choose a quick date range.
Note that a date range selection can be a maximum of 12 months.
Easily download your custom settlements in .CSV, .XLS, or .PDF formats.
If you choose to make the report "Monthly" you will have the option of downloading the report in either .csv or .pdf formats.
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