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How do I see credit card fees for our organization's transactions?

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Details of credit card fees for the WePay credit card gateway are available on the Settlement Item Detail report (see attachment ExampleSettlementItemDetail.xlsx for an example).

  • Go to Reports > Report Exports.
  • Click on Settlement Item Detail.
  • Select the Payment Gateway.
  • Select the Settlement you want to review.
  • Adjust the Columns.
  • Click the Export button.

A high-level report of settlement deposit totals is also available (see attachment ExampleSettlementDetail.xlsx for an example).

  • Go to Reports > Report Exports.
  • Click on Settlement Detail.
  • Select the Date Range.
  • Select the Gateway.
  • Adjust the Columns.
  • Click the Export button.

Another view of the settlement details is available in a report called Settlement by Pgm - Wepay (see attachment ExampleSettlementByPgm-WePay.pdf for an example).

  • Go to Reports > Report Viewer.
  • Select Settlement by Pgm - Wepay from the Report dropdown.
  • Click the Go button.
  • Select the Settlement from the dropdown.
  • Click the Preview button.

Note: These Reports are only available for organizations using WePay as their payment gateway. If your organization is using Authorize.net or PayPal, you will need to log into the appropriate system to obtain the fees you are being charged.

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