Reports: How do I check my Balance?
In this article, we'll provide a step-by-step guide on accessing and reviewing transactions on the Bemakers platform. As a brand owner, it's essential to have a clear understanding of the transactions you see on your account, including payments from customers, fees (such as excise duty, shipping, and payment transactions), and commissions charged by Bemakers.
Let's get started!
- Go to Reports and you'll be on the Balance tab
Here, you will find a comprehensive table that displays all of the transactions associated with your Bemakers account.
The Transactions table presents both Payments (+) and Expense (-) amounts. You can see a list of all the Transaction Types here.
If you encounter any confusion or have questions regarding the transactions displayed on the Bemakers platform, it's recommended to reach out to Customer Support for assistance.
In the Finances tab, you can easily keep track of your transactions through organized cards presenting essential information.
Balance Card
The Balance card provides a detailed breakdown of your financial position, offering a clear view of your account's financial status.
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Balance: This is the total amount available in your account at the present moment. It's calculated as the sum of all payments and fees.
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Payments: The sum of all payments received in your account.
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Fees: The cumulative amount of fees charged to your account.
To delve deeper into the details, click on "See breakdown" to view the individual sums for each fee and payment.
Outstanding Payments Card
The Outstanding Payments card concentrates on pending and overdue orders.
- Total Value of Outstanding Payments: The combined value of unpaid and overdue orders.
- Number of Unpaid and Overdue Orders: The count of unpaid and overdue orders
- Total Value of Unpaid and Overdue Orders: The sum of values for all unpaid orders and all overdue orders.
To specifically view unpaid and overdue orders, select the "See unpaid and overdue orders" option. This will direct you to an Orders page displaying only needed orders.
Search & filter transactions
To streamline your search for specific transactions, Bemakers offers filtering options:
- Type
- Filter your transactions based on their type, including payment, refund, adjustment, shipping, recycling, commission, excise duty, payment processing, payout, service fee.
Search
Bemakers also provides a search function to help find transactions related to a specific order. Simply enter the order number in the search field, and the results will display only the transactions associated with that corder.