Learn how surcharge reporting works in InkSoft Payments! This guide explains where to find surcharge reporting details, how surcharge fees are tracked, and what the information means for your business. Whether you're new to payment processing or simply looking for a clearer understanding of reporting tools, this resource will help you navigate the process with confidence.
For a more general look into InkSoft Reports and how you can customize them to fit your specific needs, look HERE!
Surcharges can be found on any order or transaction-level report. This includes:
- Transaction Report
- Order Summary Report
- Order Detail Report
The Order Summary and Order Details Report are Order-Level reports (surprise!). As such, they will contain the Total Surcharge amount for an order as a column. The Order Summary has one line per order, and the Order Detail report has a line 1 Row per Order, per SKU, per Color, per Size, per Personalization.
The Transaction Report will return every processed transaction (which means a single order can have multiple transactions, if it's paid in installments). This report will show the Credit Card Surcharge, as well as the Surcharge Percentage as columns, for each transaction.
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