Select Reports > Billing.
Highlight Credit Card & ACH Billing Statement.
Complete the criteria for the report.
Click Preview. The report opens.
The Credit Card & ACH Billing Statement report downloads the billing statement directly from APX. The report shows only successful transactions (payments and trust deposits) and will not include any rejected ones.
NOTE: To see rejected transactions, generate the Credit Card Activity report, which includes all successful credit card payments, trust deposits, and voids as well as all failed attempts (i.e., credit card had insufficient funds or was expired).
To generate the report:
Select Reports > Billing.
Highlight Credit Card & ACH Billing Statement.
Complete the criteria for the report.
Click Preview. The report opens.