The FreedomPay portal can be used to reconcile the credit card breakdown when there are cards that come through as card type 'Other.'
Batch Summary
- Login into the FreedomPay portal.
- Select 'Batch' in the upper left and then 'Batching.'
- Choose the appropriate locations from the Navigation on the left.
- Click on the date in the 'Batch Summary for Business Date' field to change the date.
- The page will load with the transaction and sale totals for each card type.
- The summary can be exported from there as Excel or CSV file.
Generate Batch Report
- Login into the FreedomPay portal.
- Select 'Reporting' in the upper left and then 'Reports.'
- Choose the appropriate locations from the Navigation on the left.
- Click 'Run' next to the 'Batch Summary by Business Date' to bring up the report parameters.
- Select the 'Export To' file type and fill in the 'Start Date' and 'End Date.' Select 'Portal notification to download the file in the portal once generated. Choose 'Email Notification' to receive the file via email.
- Choose 'Run' to submit the requested report data.
- Once the file has generated, a notification or email will be sent based on the notification type selected.
