The Gross Billing Statements page provides details about your billing statements. You can also access current billing statements, historical billing information, and manage any new billing statements.
To access the Gross Billing Statements page, select Gross Billing Statements in the Admin section of the left navigation panel.
Gross Billing Statements Overview Panels
This Gross Billing Statements overview panels display the total amount in statement bills that are processing, are pending, or have been cancelled:
Processing: Indicates the total amount of statement bill payments initiated but not confirmed.
Pending: Indicates the total of all statement bill amounts created but yet to have payment submitted.
Cancelled: Indicates the total of all statement bill amounts created but eventually cancelled.
To filter the amount displayed in the panels based on a specific time period:
Select the dropdown in top-right corner of the panel you want to filter.
Choose from the following: All Time, This month, or Last Month.
Result: The panel displays the total statement bill amount for the time period selected.
Gross Billing Statements Table
The Gross Billing Statements table displays a table of all statement bills within your merchant portfolio, providing a consolidated view of all statements in one place. The following information is displayed in the default view:
Date: The date the billing statement was generated.
Amount: The total amount of the billing statement.
Statement ID: The Payrix Pro-generated ID of the statement.
Status: The status of the billing statement: Paid, Processing, Pending, Cancelled, Partially paid, or Partially cancelled.
Disbursements: The status of the payment disbursement associated with the statement billing charge from the merchant.
Merchant: The name of the merchant associated with the statement bill.
Gross Billing Statements Table Actions
The Gross Billing Statements table supports the ability to view individual statement bill details.
To view a specific statement’s details, select Statement Details in that statement’s table listing to open the Statement Details page.
Statement Details Page
The Statement Details page contains information on individual statement bills charged to your merchants to pay for various fees accumulated over a specified period of time. This page allows you to view the individual statement entries making up a merchant statement bill or issue a refund for the total statement amount.
To access the Statement Details page:
Select Gross Billing Statements in the Admin section of the left navigation panel.
In the Gross Billing Statements table, locate the specific statement you want to view details for.
Select Statement Details on the right side of the table row to open the Statement Details page.
Statement Details Panel
The Statement Details Panel contains overview details about the statement, including the following information:
Statement ID: The Payrix Pro-generated ID of the statement.
Amount: The total amount of the billing statement.
Status: The status of the billing statement: Paid, Processing, Pending, Cancelled, Partially paid, or Partially cancelled.
Disbursement: The status of the payment disbursement associated with the statement billing charge from the merchant.
Statement Entries Table
The Statement Entries table displays a list of all the entries in the statement. The following information is included in the table:
Date: The date the statement entry was generated.
Name: The name of the statement entry.
Merchant: The name of the merchant associated with the statement entry.
Price: The total amount of the statement entry.