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How to generate a sales processing fee report

Let's check the processing fee amounts for card sales recorded in Nex.

Important

  • This feature is available using the Premium plan. Click here to learn more about our subscription plans.
  • You must configure processing fees for your active payment methods first. Click here to see how to set up payment method fees.

What is the processing fee report?

When setting up payment methods in Nex, you can configure a processing fee percentage or rate. This feature allows you to keep track of processing fees charged by card acquirers and merchant services.

With this report, you can view the net amount you will receive from each sale. Nex calculates this automatically by taking the final sale value and applying the configured processing fee percentage.

Let's learn how to generate the sales processing fee report?

1. Go to the Reports screen.

2. Select the sales report: Sales / Processing fee.

3. Choose the desired period to generate the report.

You can generate the report for Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This year, or choose a custom date range.

4. Check the Processing fee value column for the completed transactions. The bottom of the screen will show the total sum for that column.

You can also verify the % Processing fee used during each transaction and the Net value of each sale.

5. If you wish to export or print, click the three-dots menu icon and select your preferred option.

Done! Now you can generate new reports to analyze different date ranges whenever needed.

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