Payment Reports - Product Guide

Overview

The HitPay dashboard provides you with the ability to monitor and analyze your transactions and gain insights into your business’s performance. This guide takes you on an comprehensive journey through the Sales & Reports features on HitPay.

Export Transactions

Exporting of transaction is only available on the Web dashboard

You can easily export your transactions reports from the HitPay dashboard. Navigate to the Web dashboard > Bank Payouts > Transactions and click on Export Transactions button, select the colums you would like to include and click on Download button. Once the export is completed an email will be sent to you.

Transaction Report Above is a sample transaction report that can be exported from your Hitpay dashboard. Here are the different information that the report may contain:

ID - States the Transaction ID of the payment
Channel - States whether the payment was made via Payment Gateway or Point of Sale
Payment Gateway - Payments made via e-commerce plugins and APIs, Payment links, Online store, and Invoicing
Point of Sale - Payments made using the Point of Sale feature via Web or POS app
Plugin - States what plugin was used for the payment
Plugin Reference - States the corresponding reference ID of the plugin used
Method - States the payment method used
Status - States whether payment is successful, voided, or refunded
Additional Reference - States the reference ID of the payment from the payment provider
Order ID - States corresponding Order ID if payment was for a website checkout
Customer Name - States the customer's name
Receipt Recipient - States the customer's email address and where the receipt can be sent to
Remarks Column - Any additional description for the payment
Products - States the products ordered for the payment
Currency - States the currency used to charge the payment
Charge Amount - States the transaction amount based on the original currency
Refunded Amount - States any refunded amount
Cashback - States the cashback amount if applicable
Cashback Fee - States the cashback fee amount if applicable
Converted Amount - States the converted amount to home/default currency
All Inclusive Fee Amount - States corresponding transaction fee in home/default currency
Net Amount - States the net amount of transactions after fee is deducted
Payment Details - States the payment method details
All Visa and Mastercard payments from cards issued locally will be considered domestic card payments
All American Express payments, and Visa and Mastercard payments from cards issued outside of home country will be considered international card payments
Completed Date - States the timestamp when the payment was completed
Store URL - This field specifies the website URL where the payment was made. If you are using the same HitPay account across multiple e-commerce stores, you can use this value to differentiate them.

Reports

You can access your sales reports by navigating to Bank Payouts > Reports on your HitPay Dashboard.

Types of Reports

Report Type	Description	Accessibility
Transactions List	Displays a list of transactions processed within a specific time period. Accessible via the Transactions Tab.	Can be acccessed by navigating to the Transactions tab
Sales Summary	Offers an overview of sales within a specific time frame, including gross sales, refunds, net sales, fees, and net collected.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Payment Methods	Summarizes the number of payments, gross sales, net collected, and associated fees based on various payment methods transacted via HitPay.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Products Summary	Provides an aggregated summary of total sales for each product.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Products Detailed	Offers a detailed breakdown of products sold and the quantity sold in each order.	You can access this information under the transaction details by selecting the transaction from the Transactions tab.

Setting Report Filters

Before you can export your sales reports, you need to set a filter based on the “Sales Channel” and you also need to specify a Date From(Start Date) & Date To(End Date)

Cashiers will only be able to view their own transactions and cannot view other user’s transactions.

Product Guide

​Overview

​Export Transactions

​Types of Reports

​Setting Report Filters

​FAQs

Overview

Export Transactions

Types of Reports

Setting Report Filters

FAQs