Download a PDF or excel copy of the settlement detail
Monthly summary statements also available! Click here to find out where to find them.
If you want to download the settlement breakdown for each individual settlement from Verofy® Cloud, you can do so by following the steps below.
From the Options button in the settlement detail record, you can select to download settlement as PDF or as an excel (XLSX) file.
Download settlement as PDF
From the Options button, select Download settlement as PDF.
The file will then download. Here's an example of what it will look like:
Download settlement as XLSX (excel) file
From the Options button, select Download settlement as XLSX.
The file will then download. This doesn't give you the breakdown of the fees etc but does give you the list of transactions within the settlement. Here's an example of what it will look like: