Reconciling transfers to your bank account

The proceeds for a day's processing are transferred to your bank account as a single lump sum deposit. The amount you receive represents the total processing for that day, minus fees.

Viewing details of a transfer

Once a transfer has been submitted you can view the individual payments included in the deposit through your Transfers dashboard. From the dashboard click on a Transfer to open a new page displaying specific details including:

  • Total sales
  • Total fees
  • Balance you received
  • Line items for each payment included in the transfer

Reconcile activity with Xero or QuickBooks Online

Pin Payments integrates with Synder, an application that seamlessly synchronises your online payment activity with Xero and QuickBooks Online to reduce the effort required to reconcile.

For more information about connecting your Pin Payments account with Synder, and to get started, visit the setup guide on their website.

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