Payout overview report

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Whether you're handling one bank account or juggling multiple accounts and business locations, we've revamped our Epos Now Payments payout reports to make your life easier. Our updates speed up access, improve navigation, and make understanding your reports a breeze!

While this is a significant improvement on our old reports, we know sometimes it’s challenging to get to grips with new layouts and buttons. So, we’ve broken down our improvements into two clear sections. 

Click on the sections below to find out more!

You can now export your Epos Now Payments reports as CSV or printable files!

More export options

Filters

Previously, selecting dates for your Payments reports was pretty frustrating. So we’ve worked hard to give you a more intuitive experience.

When selecting dates you can:

1. Manually type the date

2. Or use the calendar function

We’ve also made this dynamic depending on your location! For those in the UK, Ireland, Australia, New Zealand, and Spain, the format will be dd-mm-yyyy.

New dates filters

Payout ID filter

You asked - we provided. We’ve added a new filter for you to select the Payout ID - meaning you can better understand your Payments reports.

Bank account filter

Being overwhelmed with numbers is the last feeling we want you to experience when using our reports! That’s why we’ve updated how bank accounts appear in reports to make it easier for you to find the information you need.

Now, your registered bank accounts will appear in the bank account drop-down menu.

If you have a friendly name for your account, this will now display along with the last 3 digits of your bank account or IBAN.

If you don’t have a friendly name for your account, then only the last 3 digits of the bank account number will appear.

Plus, in the Bank account column, you’ll now see the last 3-4 digits of the account number or IBAN.

New ‘Date/time range’ filter replaces the ‘Transaction date’

Gone are the confusing days of seeing ‘Transaction date’ on your payouts overview page. We’ve made it much easier to understand with the ‘Date/time range’ filter. Now, you can clearly understand which transactions are included in a specific payout transfer.

Before our update, it wasn’t ever clear if your data was still being processed. To clarify this, we’ve added a “No data available" alert! 

If your Epos Now Payments data is still being processed, this message will appear in the Payout report overview page - so you can instantly know the status of your payments.

Data missing error

See the total breakdown instantly for each Payout ID within your selected date and time range. 

Even better: we’ve included drop-down arrows by each total so you can easily see your processing fees, faster settlement fees, any refunds and chargebacks, and capital repayments that affect that total.

See total breakdown in seconds

Never fear - help is always nearby! 

You may notice the help button (the ‘?’) is no longer on the page - but don’t panic! We’ve made finding it quicker - just click ‘Learn more’. 

ℹ️ Similarly, we’ve added the helpful info icon (i) on the right side of each column title. This way, you can easily hover your mouse (or tap if on a tablet or phone) to be reminded of what the columns can be used for. 

For instance, hover over the Payout ID (i) button, and you’ll see an example of the payout details and how it would appear on your bank statement.

How to find help

Transaction report

Improved navigation between transaction reports and payouts overview

Did you know there's a super convenient way to return to the payouts overview page? Simply click the back arrow located in front of the Payout ID. 

On a desktop, you can also use the 'Back to payouts' button on the right side of the page. 

This beats fumbling with your browser's back button and makes it so much easier to switch between reports!

New tabs added - Chargebacks and Refunds!

A pretty exciting update is that we’ve added two new tabs to your transaction reports, just below the Payout ID.

Chargebacks tabs

This new table will show you the following:

Refund tabs

Check out the Refunds tab for a report with the following information:

⬆️ A pointing-up arrow means the data is in ascending order.

⬇️ A down arrow is descending. 

When enabled, the arrow will remain next to the column. Simple!

Want to sort your data by different columns?

Hover your cursor on a column and click on the sorting arrow that appears.

 ⬆️ A pointing-up arrow means the data is in ascending order.

 ⬇️ A down arrow is descending. 

When enabled, the arrow will remain next to the column. Simple!

• Chargeback ID (The reference associated with the chargeback in Epos Now’s processing system)

• Chargeback date (The date the chargeback is received)

• Chargeback reason (An explanation for why the chargeback was made)

• Original transaction ID (The reference associated with the original transaction)

• Transaction date and time (Date and time the original transaction was made)

• Transaction amount (The amount of the original transaction)

• Chargeback fee (An additional fee that you are charged every time you receive a chargeback)

• Chargeback amount (The payment amount that is returned to a debit or credit card, after a customer disputes the transaction)

• Refund ID (The unique ID of the refund transaction)
  
  

• Refund date (The date the refund is made)

• Original transaction ID (The unique ID of the original transaction)

• Transaction date and time (Date and time the original transaction was made)

• Transaction amount (Net amount of the original transaction)

• Refund fee (The fee dedicated from the original amount, after the refund is made)
  
  

• Refund amount (The amount which was refunded from the original transaction)

• Refund type (This column helps to quickly identify if the type of refund is a full refund, where 100% of the amount paid is returned, or a partial refund)

• Remaining amount (This column is for any funds remaining to be refunded after a partial refund has been initiated. If a full refund has been initiated, the remaining amount is zero.) 

Empowering retail and hospitality businesses with seamless transactions, streamlined operations, and fuss-free customer experiences.

Transfer status column 🚦

In this new column, we’ve added helpful statuses to let you know exactly where your payouts are. 
Here’s the breakdown:

We hope you found this update helpful!

If you have any questions about using Epos Now Payments or our updated reports, please reach out to us at XXX

We hope you found this update helpful!

If you have any questions about using Epos Now Payments or our updated reports, please reach out to us at 0800 294 5945

Multi-site businesses:
have eyes across all your locations

In multi-site or enterprise businesses, it can be daunting tracking your ins and outgoings across all your locations. 

With our new location-specific payout tracking features, you can filter your business by location using a simple drop-down menu and export the reports as a group or by location. 

This feature allows you to track each location across key reports including charges and refunds, transactions, and payouts. Here’s the detail on how to use the new features:

Use the new dropdown feature next to your payout record to see a detailed breakdown by location.

Detailed breakdowns

For more tailored reports, you can choose to export your data by summary or with a location breakdown. Click on Export, then select CSV with location breakdown.

Export options

Location information has been added to the Chargebacks and Refunds screens

Location information

On the Transactions, Chargebacks, and Refunds screen, you can now see key metrics like transaction amount, fee amount, and payout amount as part of a summary total.

Summary totals

Use the location filter in the Transactions, Chargebacks, and Refunds screens to easily find and manage location-specific data.

Location filter