View your Cin7 Pay balance and payout reports, and download available account documents.

Before you start

• You’ve set up Cin7 Pay
• You have the Money → Cin7 Pay permission

View reports and documents

1. Go to Money → Cin7 Pay.
2. Open Documents and reporting.
3. Select the Balance report, Payout reconciliation report, or Documents tab.

Balance report

Review your Cin7 Pay balance and download a categorized breakdown of your transaction activity, including the starting balance, activity, payouts, and ending balance. Choose a date range, currency, and time zone for the report.

Payout reconciliation report

Reconcile a payout against the transactions that funded it. Filter the report by date range and currency.

This report is available when you use automatic payouts. It isn’t available if you use manual payouts.

Documents

Download the documents available for your Cin7 Pay account, such as tax documents.