FreedomPay Credit Card Summary for Appetize

Description: The FreedomPay portal can be used to reconcile the credit card breakdown when there are cards that come through as card type 'Other.' 

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Batch Summary 

1. Login into the FreedomPay portal.
   
2. Select Batch in the upper left and then Batching.
3. Choose the appropriate locations from the navigation on the left.
4. Click on the date in the 'Batch Summary for Business Date' field to change the date.
5. The page will load with the transaction and sale totals for each card type. 
6. The summary can be exported from there as an Excel or CSV file.
   

Generate Batch Report

1. Login into the FreedomPay portal.
2. Select Reporting in the upper left and then Reports.
3. Choose the appropriate locations from the navigation on the left.
4. Click Run next to the 'Batch Summary by Business Date' to bring up the report parameters.
5. Select the Export To file type and fill in the 'Start Date' and 'End Date.' Select Portal Notification to download the file in the portal once it is generated. Choose Email Notification to receive the file via email. 
6. Choose Run to submit the requested report data. 
7. Once the file has been generated, a notification or email will be sent based on the notification type selected.