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Billing Reports: Payout Report

Understand payouts and settlements sent to your bank account

Madison Carlson avatar
Written by Madison Carlson
Updated over 2 years ago

The Payout Report summarizes all settlements made to your bank account. These settlements include payments made by parents with an ACH or Credit Card payment. These settlements can also be impacted by refunds, chargebacks, and other fees. One of the primary uses of this report is to help you understand which payments contributed to a specific payout.

To access your Payout Report, tap "Billing" on the left-hand menu bar

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Then, tap "Reports" along the top header

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Tap "View Report" under the Payout Report option

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Next, select the date range you would like to observe and tap "Update". To investigate a specific payout, tap "View Details"

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A new tab will open with the details of that payout. From this screen, you will be able to see a summary of items paid out. You will also be able to see the specific payments and adjustments that affected this payout down at the bottom of the report.

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  • Charges: Payments made by parents via ACH or Credit Card

  • Refunds: The amount refunded to parents that was withheld from this payout

  • Adjustments: Any fees, chargebacks, etc that were withheld from this payout

  • Payouts: The sum of the settlement you will see in your bank account

    • Sometimes a payout is split in two and only one will hold all of the invoices that make up the payout

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