Generate a statement
You can generate statements from both the dashboard and the mobile app.
Where to find statements
Dashboard: Select Transactions from the left navigation menu
Mobile app: Tap Transactions in the bottom navigation bar
Steps
Open Transactions
Click or tap the blue Statements button
In the popup:
Select the location
By default, all locations are selected
Statements will include a breakdown per location
Select a date range:
Today
This week
This month
Custom range
Review the preview showing:
Transaction volume
Transaction count
Select Generate statement
You can then:
Download the statement, or
Email the statement to your account
What the statement includes
Generated statements show:
All transactions for the selected period
Transaction volume and count
Fees charged
Net settlement amounts
Location-level breakdowns (if applicable)
Automatic daily statements (optional)
Zavo can configure daily transaction statements for you or your finance team.
What daily statements include
Each daily statement includes:
Every transaction from the day
Fees charged per transaction
Daily transaction totals
Overall fee summary
Location-based breakdowns (if applicable)
For businesses with multiple locations, the statement shows how much each location processed.
Enabling automatic daily statements
Go to dashboard.zavopay.com
Select Settings
Open Auto-statements
Enter one or more email addresses
You can add your finance team, accountant, or other recipients
Save your changes
When statements are sent
Statements are sent every night at 1:00 AM
Each email includes a report covering the previous day’s activity
Enabling daily statements
To enable daily statements:
Contact Zavo Support, or
Speak with your Account Manager
Need more help?
Contact Zavo Support via the mobile app, dashboard, website, or your Account Manager.