Understanding accounts, sites and channels
How your locations and payment channels map to reporting accounts.
Your reporting is organised by account. An account groups the payments taken through a particular channel or location.
Common setups
- Single site, online only - one or more accounts covering your website.
- Single site, in person - accounts covering the location and its card terminals.
- Multiple sites - separate accounts per site, brand or website.
- Online and in person together - check which account shows each payment type before combining figures.
Choosing accounts in a report
Select every account you want included before you run a report. If a site is missing, check the account selection first, then contact your access contact.
The video follows the same steps as the SOP, so you can read and watch together.