Once you're using online payments and Tap to Pay, you can see details of the payments you've received and fees you've paid. You can also get insights into your online payments to understand more about how your customers are paying.
Transaction details
The Transaction details report summarises invoices and their settlement status. It also shows details of payments deposited into your bank account to help you reconcile them.
In Solo, tap More > Invoice and quote settings > Invoice payment settings > Settings.
Choose Transactions from the dropdown.
Set the filters you need:
Status – choose Settled money, Processing or Cancelled payments
Date type – choose Settled date or issued date then specify a date range using the From and To dates
Search by – choose Total amount, Invoice number or Invoice amount then enter Search text
Tap Apply filters to show the filtered results.
Understand transaction details
Settled date – shows the date the money was settled into your bank account
Transaction reference – the transaction reference number that will show on the transaction in your bank statement. This reference number will also show on the bank feed transaction if you use bank feeds
Invoice amount ($) – the total value of all invoices in the settlement. For multiple invoices, this is the bulk-payment total. This amount does not include the fees
Fees incl. GST ($) – the payment fees for the invoice or invoices
Surcharge incl. GST ($) – the surcharge paid by the customer, if applicable
Total received – the amount deposited into your bank account after payment fees are deducted
Invoice number – the invoices that are included in the settlement transaction. If multiple invoices are listed this is considered a bulk payment
Customer – the customer who made the payment
Issued date – the date the invoice was issued to the customer
Payment type – the payment type used by the customer. This can be Credit card or BPAY
Amount ($) – the amount for the individual invoice or payment line, excluding fees
Status – the status of the invoice, e.g. Settled money, Processing
Export transaction details
Tap Export to export to Excel. If the Excel file opens in Protected View, select Enable Editing. Otherwise, the calculated report totals won’t appear.
View monthly fee statements
A monthly statement summarises the fees for your Tap to Pay and online payments and helps you track and account for these costs. After 12 months of using online payments and Tap to Pay, you can access a rolling 12 months of statements.
In Solo, tap More > Invoice and quote settings > Invoice payment settings > Settings.
Choose Statements from the dropdown.
Tap a month to open a PDF statement for that month.
Get insights into your online payments
When viewing the above online payment reports, use the Insights tab to see a summary of your online payment and Tap to Pay activity. This information can help you understand how your customers are paying and how online payments and Tap to Pay are working for your business.
In Solo, tap More > Invoice and quote settings > Invoice payment settings > Settings.
Choose Insights from the dropdown.
Choose a date range to view your payment activity for that period.
Insights opens with Last financial year selected. When you choose a different date range, the figures refresh for that period.
What the Insights tab shows
the total value of invoices paid through online payments or Tap to Pay
the number of invoices created with an online payment option
the number of invoices paid through online payments or Tap to Pay
Recent payment activity may take up to one day to appear in Insights.
For individual payments, settlement status and payment fees, use the Transaction details and Transaction statements reports as described above.
Let us know what you think
If there's an insight you'd like to see added, or have other feedback about what you're seeing, tap Let us know on the Insights tab.