UBIQ Pay - Reporting

Payments 

Follow the steps below to view and export your customer purchases, referred to as Payments in Ubiq Pay.

Step 1: If you have more than one bank account and want to view a particular account only, select your account

Step 2: You can select just one form, or leave blank to select all forms

Step 3: Select your date range to review

Step 4: Click the Search button to show your Payments in that date range

Step 5: You can export your Payments by clicking the Export to Excel button.
Fields exported are:

Payouts 

To reconcile payment into your account - referred to as Payouts in Ubiq Pay - follow the steps below. 

Step 1: If you have more than one bank account and want to view a particular account only, select your account

Step 2: Select your date range to review

Step 3: Click the Search button to show your payouts (deposits into your account) in that date range

Step 4: To see the full reconciliation report, click the Reports button to export a list of what the payment is made up of. Fields include:

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