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How do I see a list of payments made by credit card?

If you want to see a list of all payments made to you by credit card, and any merchant service fees related to them, it’s easy to do!

Here’s how:

  1. Log in to ZipBooks and click on Reports at the top of the screen.
  2. In the Sales section, click on Credit Card Processing
  3. Filter the information by choosing a Start and End Date.
  4. Choose either Detailed or Simple in the View field.
  5. In the Status field, choose whether you’d like to see Payments, Refunds or All types.
  6. Group the information by Date, Currency or Customer
  7. Click the blue Generate button.

And you’re done! Now you’ll see a list of payments made by credit card, along with any information pertaining to that payment.

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