Aisle Planner provides reporting on all of your invoice payments for both online payments as well as manually entered payments and bank transfers. To access your reports, follow the steps below!
We currently offer payment processing through Wedpay, Powered by Fullsteam for US-based merchants and Stripe for Canadian Merchants. Reports differ depending on the payment processor you're currently using.
If you are using Stripe, learn how to access your reports directly below.
If you are using Wedpay, learn how to access your reports here.
If you aren't using payment processing for online payments through Aisle Planner but recording payments manually on your invoices, click here to learn how to access your recorded payment reports.
If You Are Using Stripe As Your Payment Processor
Step 1: Click on the Sales tab located on your Pro dashboard.
Step 2: Click on Invoices and then Reports.
Step 3: From there, click the gold Download link to download each report. Reports are downloaded as .xlsx files.
If You Are Using Wedpay As Your Payment Processor
Step 1: Click on the Sales tab located on your Pro dashboard.
Step 2: To download a general report of all your transactions, including online payments and recorded payments that you may have accepted outside of Aisle Planner, click on Invoices and then Reports. From there, click the gold Download link to download each report. Reports are downloaded as .xlsx files.
Please note, online payments accepted via Wedpay will not show any transaction fees or net deposits. You'll want to process to Step 3 below to download more detailed transaction information for each payment.
Step 3: To download a detailed report of your online transactions through Wedpay, including individual transaction details, deducted transaction fees, batched bank deposits, click on Invoices and then Merchant Portal - you'll be taken to your merchant portal in a new browser tab.
You can learn more about your Merchant Portal here! (link coming soon)
Step 4: Click on the Reports tab in your merchant portal, select the report you'd like to download, then follow the prompts to define your report parameters before submitting.
If you aren't using payment processing for online payments through Aisle Planner but recording payments manually on your invoices
Step 1: Click on the Sales tab located on your Pro dashboard.
Step 2: Click on Invoices and then Reports.
Step 3: From there, click the gold Download link to download each report. Reports are downloaded as .xlsx files.