The transaction report will display all transaction data for the specified time period. This report is based on invoices.
The report was divided into different types of transactions, this can be viewed in the Transaction Report Summary:
Paid
Scheduled
Past Due
Reversed
Refund
Cancel Refund
Cash Received
Credit Issued
Cancelled by Credit
ACH Return
Chargeback
Chargeback Reversal
There are several filter options available like memberships and membership type to assist you in identifying transactions. And just like other reports, there is an option to Export to Excel.
If you need to double-check any transaction, this report will help you in gaining a better understanding specially when cross referencing your Merchant Statement.
Important Notes:
The transaction report does not include POS transactions. Those will be found under POS>Reports>Invoice Reports.
Deposits for the transactions will appear in your bank account 3 business days after the invoice date. You will receive merchant statements from Zift via email, each time a deposit occurs as well as monthly.
Please see the Deposit Schedule below for additional details
