View Tradify Card Payments and Payouts

Topic

When you connect with the Access Card Payments integration, you can see your customer payment transactions and both planned and previous Payouts right from the Tradify Payments settings page.

Find and View the Payments and Payouts

1. Navigate to Settings.
2. Select Payments.
3. In the Access Payments section, select either the Payments or Payouts Tabs.

4. Select the specific Payment or Payout line you would need more info on.

   Note: You can see the related customer email and Invoice number from within the Payments breakdown popup and within the Payouts breakdown popup, you will see all invoice numbers payments included in the payout.

Export Payments and Payout Data

From the Payments or Payouts tabs you accessed using the steps above, you can also click the Export button to download a CSV file with the details from the selected tab.

Additional Information

See here for more info on Access Card Payment integration: Tradify Card Payments Integration Overview