Accounting

You’ll find a great base for your accounting under both “Reports” and “Payments” at my.izettle.com

Reports

If you go to “Sales” > “Reports” you can export a report to either Excel or PDF. You’ll find information about:
  • Total sales volume
  • How many payments you’ve accepted 
  • How many card payments vs. cash payments you’ve accepted
Choose which day or month you want more information about, then just click on “Export” to download a report in Excel or PDF format. 

Payments

If you go to “Sales” > “Payments” you can export a list to Excel with information about your transactions. You’ll find information about:
  • Date and time for the transaction
  • Receipt number
  • Total amount accepted, as well as the fee and net amount
  • If it was a card or cash payment
  • Card type and card’s last digits
  • Staff member who accepted the payment
  • Device used to accept the payment
  • Description of the payment 
You simply choose which interval you want to learn more about, such as the period from the 1st of August until the 31st of August 2016, click on “Export to Excel” and you’ll get a complete report of the transactions made during this period. This file then provides a great base for your accounting.     

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