⚠️ Note: WEpayments is implementing balance unification (Payin + Payout). Some reports are transitioning to a unified format. See “Unified Statement” section below.
Payin reports
The Reports tab gives you an overview of your incoming payment operation.What you can see
Difference between Total Balance and Available Balance
💡 Transactions that have been paid but not yet reached “Credited” status will not appear in the Available Balance.
Balance Report (Payin Statement)
The Statements tab provides a complete statement of your Payin operation, including paid charges, tariffs, and splits.Available filters
How to download a statement
- Select the desired filters
- Click the download icon on the right side of the screen
- The report will be sent to your email
Unified Statement (Account > Statement)
The Unified Statement brings together all financial movements of your account in one place, including:- Payin receipts (incoming payments from customers)
- Payout transactions (outgoing payments to beneficiaries)
- Fee charges
- Future credit card installment receipts
How to access
- Go to Account in the left sidebar
- Click Statement
What you see on the Statement screen
What does “Balance awaiting release” mean?
This balance represents transactions that have not yet been credited because they are awaiting KYC completion. This typically occurs when:- There is an open KYC related to a sale (e.g., CBD)
- Compliance team is waiting for documentation
- After KYC approval, the amount is released and appears as an entry in your statement
Available filters
Features
Payout Statement
The Payout statement provides a complete view of your outgoing payment operation, including individual payments and deposits.Available filters
Statement columns
How to download
- Select the desired filter
- Click the download icon on the right side of the screen
- Click “Export” – the report will be sent to your email
Credit and Debit Notes (Payout)
Credit and debit notes are adjustment transactions that may appear in your Payout or Unified Statement.💡 Each note includes a description field explaining the reason for the adjustment.
Exporting files
You can download files containing transaction information from the Payin List or Payment List.How to export
- Select the desired filters to choose which transactions appear in the file
- Click the download icon
- Choose:
- “Export” – for the general list of transactions
- “Export split” – for transactions from your sub-wallets (sub-portfolios)
📁 Limit: The export functionality is limited to 80,000 records per file.
Settlements (Withdrawals)
The Settlements screen allows you to request withdrawals, transfer Payin balance to your Payout account, and view past withdrawals.How to create a settlement
- Go to Settlements in the top left menu of the Dashboard
- Click “Create Settlement”
- Fill in the information: