How to Create a Credit Card Processing Fees Report
Credit card processing fee reports are easy to create and important for your records come tax season! While you can view your credit card processing fees in the 'My Money' tab, you'll need to run the credit card fees report through your HCP Dashboard.
📌 Note: The Credit Card Processing Fees report is currently accessible only from the Dash tab and is not available on all accounts.
To create a Credit Card Processing Fees report:
Select Dash from the left navigation bar in your Housecall Pro account
Click See report on the $ Paid invoices reporting widget
Use the Table columns drop-down at the top of your screen to include or remove columns from the report.
📌 Note: The credit card processing fees will not appear on the report within Housecall Pro; they will only be visible on the report once exported.
If you'd like to filter for a specific date range, make the necessary adjustments by clicking the date filter to the left of the 'Table Columns' drop-down.
Click the green Save button to save your report with the applied filters.
Next, click the Export data to Excel (notebook with an 'X') icon.
In the Export Data pop-up window, you can select Download CSV to download the CSV file to your computer or select Send by Email for the Excel export to be sent to the email address listed in your Employee Profile.
You will see the Credit Card Fee column in the exported report once opened in Microsoft Excel, Google Sheets, or Numbers (on Mac computers).
This column will show every individual fee within the date range selected. To see the total for the fees, you will need to add a =SUM formula or another method to total the column.
📌 Note: The Credit Card Processing Fees report is currently accessible only from the Dash tab and is not available on all accounts.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.
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