Payment portal and fees report

Payment portal and fees report

Overview

A Payment Portal and Fees report can be installed to track Payment Portal activity.

With this report, you can track payments by payment date and facilitation fees in your base currency.

You must have admin rights to install the Payment Portal Payments and Fees report.

In Cin7 Omni, in the left navigation pane, select Insights.

Install the report

  1. In the left navigation pane, select Standard Reports.

  2. In the left navigation pane, select Manage Reports and Permissions.

  3. Scroll to “Payment Portal Payments and Fees Report” and select Install.

  4. Select All Users or Managers Only to give users access to the report.

 

Once installed, the report can be found under “Finance” in “Standard Reports” in Insights.

How to read the report

  1. Filter based on payment receipt date of payments made via the Payment Portal.

  2. Billing currency for the Cin7 Omni account.

  3. Currency in which the sale was made.

  4. Payment received via the Payment Portal for the order reference.

  5. Your gateway transaction reference.

  6. Cin7 Payment Facilitation Fee calculated in the transaction currency.

  7. Exchange rate on the date the payment was received.

  8. Cin7 Payment Facilitation Fee in the Billing Currency. This will be billed to your account at the end of the month.

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