Splitit makes reports and invoices available to you, the Merchant, within our Hub so that you can review, monitor, and reconcile your transactions with us.
- Here is the list of all reports and invoices available https://developers.splitit.com/category/reports-and-invoices. Some of these only apply to your account based on the contract you have in place with us.
- Here is the guide for Downloading and Subscribing to reports: https://developers.splitit.com/merchant-hub/reports-and-invoices/usage
We have three main categories of reports - Operational, Exceptions, and Settlement - all of which can be viewed here https://developers.splitit.com/merchant-hub/reports-and-invoices/report-types-with-examples. Please review the details in that guide to determine which report you need.
All report field definitions can be found here https://developers.splitit.com/merchant-hub/reports-and-invoices/reports-fields.
Our Core versus Managed Merchants will use some reports differently, so be sure to also review the applicable guide for your set up with Splitit.
- Core Merchant: you are not funded by Splitit, rather Splitit simply manages the sending of plan transactions directly to your gateway—and collects a fee for doing so. Shopper payments are paid out to you directly by the gateway.
- Managed Merchant: we pay you in full shortly after plans are generated (less fees), and Splitit is the only provider you’ll need: We fund you and we provide detailed reporting and shopper-relationship management throughout the lifecycle of the plan—thus essentially requiring nothing more from your end.
- More details on both types https://developers.splitit.com/back-office/funding