Web Dashboard: InvoiceASAP Payments Deposit Summary Report

1. From your computer, log into the Web Dashboard.

2. Select Reports from the left navigation.

 

3. Mouse over Payment Reports.

 

4. Select Deposit Summary Report.

 

5. The report displays. 

6. This is a blowup of the important part of the report.  Next to each batch date is the total gross payment, the total fees, and the net deposit amount.

 

7. If you want to change the date range, click on the arrow next to the date range.

 

8. Change the date range and click Apply.

 

9. If you want to export the report, click on the Export button.

 

10. To see the invoices that were deposited in that batch, click on the date of the batch.

 

11. The Batch Detail Report displays all the invoices that were funded in that batch.  To export this report, click the Export button.