Skip to main content

Settlement reports

Robert Fischer avatar
Written by Robert Fischer
Updated over 4 months ago

How to Get an Overview of Your Payouts

You can view your payouts from Anyday by logging into your account and navigating to Settlements in the menu.

Tabs in the Settlements Section

On the Settlements page, you’ll find three tabs:

  • Active
    Shows the settlement for the current payout period.

  • Historical
    Displays all past settlements that have already been paid out. If there is a pending payout from a previous period, it will also appear here until it is processed.

  • Legacy
    Contains the same type of information as the Historical tab, but for settlements dated before July 9, 2023.

Downloading and Viewing Settlement Details

To view or download each settlement:

  1. Click the eye icon on the far right of a settlement row (you may need to scroll horizontally on smaller screens).

  2. Click Download Options in the top right corner to access three types of downloadable files:

1. Settlement Invoice (PDF)

  • A full invoice used for bookkeeping purposes.

2. Settlement Invoice Summary (PDF)

  • A high-level summary that includes:

    • Captures and refunds

    • Subscriptions (if any)

    • Payout fees

    • VAT

    • Adjustments (e.g. outstanding refunds or other amounts)

    • The total amount of the settlement

3. Settlement Details (CSV)

  • A detailed export showing all activity related to the settlement, including:

    • Captures

    • Refunds

    • Payout fees

    • Adjustments from other settlements

    • Manual refund payments via invoice

Need Multiple Settlements or a Custom Overview?

Currently, it’s only possible to export one settlement period at a time. If you need data covering a longer time span, or if you want to know the outstanding amount on a specific date, feel free to contact us. We’ll be happy to help you generate a combined summary or provide the information you need.

Did this answer your question?