Download Payment And Settlement Reports In Infusionsoft Payments Merchant Center

Tags: Payments

With Infusionsoft Payments, you can generate and download Payments and Settlements reports, from within the Merchant Center.  An email will be sent with a download link for your report after it is generated. Please note that there is a 24-hour data delay for Transactions reports and a 6 hour data delay for Settlement Reconciliation reports.

How to download a Transaction Report

  1. In the Infusionsoft Payments Merchant Center, click Reporting on the left

  2. Select the Payments tab

  3. Choose a date range for the transactions you'd like to download, then click apply. (Please make sure you select a date range with transaction history)

  4. Click the Download CSV button next to the date range. You will receive a notification that reads, "Your report is being generated, an email will arrive when it's ready."





     
  5. When the email arrives, click the Download Now button in the email notification to download your report in CSV format


How to download a Settlement Report

  1. In the Infusionsoft Payments Merchant Center, click Reporting on the left

  2. Select the Settlements tab

  3. Click the Download CSV button next to the settlement you wish to reconcile.  You will receive a notification that, "Your report is being generated, an email will arrive when it's ready."



     
  4. When the email arrives, click the Download Now button in your email notification to download your report in CSV format