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Workflow 2: Monthly Residual Review

Complete workflow for reviewing monthly residuals.
  1. Wait for report availability.

    ADDITIONAL INFORMATION

    Reports are typically available by the 20th of each month.
  2. Access the Reports section.
  3. Click on the most recent month's report.
  4. Review total residuals to check your earnings.
  5. Analyze by merchant to identify top performers and underperformers.
  6. Download CSV data for detailed analysis.
  7. Look for merchants with negative residuals or low volume.
  8. Decide on pricing adjustments or merchant outreach.