CNG - Reports: The Processing Fee invoices/reports (AKA: Billing Report for ACH Fees)

How to find the "Billing Report (Payment Brands)" in ConnectNow Giving

 Processing fees can vary, and depend on who the processor is, a customer (merchant) will either receive a separate processing bill every month via mail or email, or they will be able to go into ConnectNow Giving and get a copy of an invoice or report that covers all the fees.

 

1.)  To locate this report, go to "Reports" and to "Canned Reports".

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2.)  In canned reports go to the "Other" section and click on the "Billing Report (Payment Brands)"

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3.) You will then be brought to the "Billing Report (Payments Brands)".  You must put in a date range to filter for the Processing Report and hit "Search".

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4.)  A line item with a batch ID, Date, Amount Charged, the account type that was charged for the total bill, and the Transaction types that were processed will show up.

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5.)  Hit the "Action" key and choose the "View Details" option to see the items on the bill.

 

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6.) You will then see an itemized list of transaction dates, and the amounts processed with their processing fees.

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7.) You can now "Export" or "Print" this itemized report as needed for your records and convenience.

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