Balance Authorization

In this article:

• Overview

• How to generate balance report from the Dashboard

Overview

The balance authorization report lists the net amount of transactions made by credit card in your business in a certain way (after deducting fees) and which have not yet been transferred to your bank account.

A balance approval report is issued only for the last day of the month (for example October balance approval report will be issued on 31.10). In the Dashboard, there is a separation between cash transactions and payment transactions with the total amount of the value according to the transaction type.

Generating a Balance Authorization from the Dashboard

To generate a balance authorization from the Dashboard, navigate to Category -> balance & payouts -> Select Year and Month-> and then click -> Generate.