Settlement Reports/ Custom Report field availability
Can additional fields be added to the Settlement Reports or can the Custom Reports also include the Fund Date field from the Settlement Reports? I've created two custom reports that include the following information, but we also need the Fund Date. It looks like this is only available on the Settlement Reports. Is that correct?
Automatic Payout Id
Order Number
Transaction Date (Account TimeZone)
First Name
Last Name
Total
Stripe Fee
Stripe Net Deposit
Status
Payment Method
Item
Form SKU
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Automatic Payout Id
Order Number
Transaction Date (Account TimeZone)
First Name
Last Name
Total
Platform Fee
PayPal Fee
Stripe Net Deposit
Status
Payment Method
Item
Form SKU
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Hi Kathleen,
There is a Stripe Report in Salesforce that will give you all the data you need.
You also need an upgrade for Click & Pay.
Will you grant us access to your Salesforce Instance and I will ensure the report has all the information you need and upgrade Click & Pay for you.
If you have any questions, please let me know.
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