How do I access reports for reconciliation?

You can download or receive CSV reports from your Zip Merchant Dashboard to help with reconciliation.
These reports include key details like order date and time, a line-by-line breakdown of fees and tax, and payment references.

You can choose to either:

Receive automated reports on a set schedule, or

Generate custom reports for a specific date range (up to 3 months).

Set up scheduled reports

1. Log in to your Zip Merchant Dashboard.
2. Go to Settings>Disbursements.
3. Under Report Schedule, choose how often you’d like to receive reports — daily, weekly, or monthly.
4. Click Save to confirm your preference.

Note: Reports are sent to the same email address used to log in to your Zip Merchant Dashboard.
If you don’t receive a report on the expected day, check your junk or spam folder.

Generate a custom CSV report

To create a disbursement report for any period up to 3 months:

1. Log in to your Zip Merchant Dashboard.
2. Go to Settings>Disbursements.
3. Under Generate CSV Report, select your preferred date range.
4. Click Create.
5. Once the report is ready, click Download.

If you need a report covering a period longer than 3 months, please contact our team and include the date range required. We’ll generate the report for you.