Accessing Billing Statements

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If you're using Cvent Payment Services to collect online payments, money will be transferred to your bank account monthly in arrears. Follow the steps below to access your billing or remittance statement.
 
NOTE: These reports are available on the 6th day of the following month for accounts settling in US or Australian dollars and the 11th day for all other currencies.

1 Access the Integrations page. Click Admin in the top right. Hover over Integrations and, under Integrations, click Merchant Accounts.

2 Find your gateway type. Look in the Gateway column.

 
User-added image

If it says "PPS," we’ll send you a billing statement every month. If it says "Cvent Payment Services," follow the step below to access the statement yourself.

3 Access your statement, if necessary. In the top navigation bar, hover over Account and, under General, click Billing Statements. You can access your statements here at any time. 

The billing statement shows a summary of revenue generated. If you need more specific, itemized financial information you can run the Transactions report in Reporting > Reports > Reports, then, if necessary, save it, and publish it to an access portal so that you and your stakeholders can review the data as well. Or utilize the Online Transactions report in Reporting > Reports > Legacy Reports.

When running reports, be sure to change the time zone to GMT or UTC. Payments are settled by 7 pm GMT or UTC daily. Using other time zones could move transactions to the following day, creating a report that does not match your billing statement.
 
NOTE: If using group registration, your billing statement may not match the number of payment records. 

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