This article will show where to get a breakdown of your PhorestPay Payouts and Transactions.
Go to Manager > PhorestPay to view the PhorestPay dashboard.
If you haven't activated PhorestPay yet, you will see an Activate PhorestPay button on this screen. Once you've activated PhorestPay you will then see the dashboard. If you need help with activating PhorestPay, click here.
At the top of the screen, you will see:
- Your Balance, which is recently cleared funds that are ready to be paid out.
- Your Previous Payout and the date it was paid.
- Your Next Payout, which will show the sum of your next payout. Payouts are done on a daily basis and take approximately 2 business days to land in your bank account
Below you will see a breakdown of each payout so far. Click the Download CSV button beside a payout to get a detailed breakdown of each transaction in that payout.
Note: This view is currently limited to the 40 most recent payouts. To see all historical payouts, click the Account Settings button.
The CSV breakdown includes the following information
If you need more information on each of the transactions associated with these payouts (e.g. service names, product names etc.) you can find them in your Phorest system under Manager > Sales.