Monthly summary

You can download a monthly summary of your account’s activity (including charges, refunds, fees, and any disputes) from your dashboard.

Balance history

You can use the balance history to export individual activity in your account, like payments, refunds, and disputes. Every transaction contributing to your transfers is listed here, making accounting over specific periods of times (like the entire month) as simple as accepting payments in the first place.

If you’re looking to export only a subset of your data (i.e., just a month of data), you can do so using the Filter option in the top left before exporting. Once you’re viewing the data you want, you can click the Export button in the top right to generate a CSV file, which can then be imported by spreadsheet programs such as Excel or Google Docs.

Account data

We also provide an easy-to-use online dashboard for you to review detailed information about payments, customers, transfers, subscription plans and more. You can view information about your:

  • Payments
  • Customers
  • Transfers

Just like with your balance history, you can filter this information and export it as a CSV file to be used in spreadsheet software like Excel.

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