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Generate a Settlement Report

If you need to reconcile a particular batch deposit with the individual donations, you need to do the following:

  1. Log into WePay at https://www.wepay.com/login
  2. Click “Reporting”, then “Settlements”. You’ll be able to download the details of the settlement, with the original donation amounts and the person’s name as a CSV file. This can be imported into Excel.

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