Go to Reports and select Statement Summary.
The Statement report is a summary of your merchant’s billing information for each billing month. Note that Qualpay’s billing cycles do not align with a calendar month. The default date filter on the report is to display the latest complete billing month. Click on the filter to change the date in use. Navigate from the summary report or select the magnifying glass icon to view the Statement Lookup for all or a specific merchant.
Search the Statement lookup by using the filter icon and select from the following options:
| Field | Description |
|---|---|
| DBA Name | The “Doing Business As” name listed on your Qualpay Account. Primarily viewable for consolidated accounts. |
| Merchant ID | The Merchant ID or MID is the account number assigned by Qualpay to the account. |
| Billing Month | The processing month for the statement. |
| Sales Count | Enter a batched sale count to look for matching merchants with a total batched sales count for the specified month. |
| Sales Volume | Enter a batched sale amount to look for matching merchants with a total batched sales by dollar amount for the specified month. |
| Return Count | Enter a batched credit count to look for matching merchants with a total batched credit count for the specified month. |
| Return Volume | Enter a batched credit amount to look for matching merchants with a total batched credit by dollar amount for the specified month. |
| Discount Due | Enter a discount amount due to look for matching merchants with a total amount (in USD) of discount due for transactions for the specified month. |
| Fees Due | Enter a fees amount due to look for matching merchants with a total amount (in USD) of fees due for transactions for the specified month. |
| Deducted | Enter a deducted amount due to look for matching merchants with a total amount (in USD) of deductions due for transactions for the specified month. |
