Biller Level Report

DOCS

Last updated: Aug 15th, 7:41am

Biller level reports

This monthly report contains aggregated info about the interchange, scheme, ACH, PayPal and Venmo fees at per biller level.

View a detailed, annotated sample of a Biller Level Report.

Data availability

The report for each month is generally available by EOD on the 6th day of the next month.

Report format

Report named "\<BillerName >-\<PartnerName > _BILLERSTMT-MONTHLY-\<YYYYMM >-\<YYYYMMDDHHmmss > _.pdf > " is delivered as a pdf file.

Report frequency

This is a monthly report.

Supported payment methods

This report is meant for all PayPal, Venmo, ACH, and debit and credit card transactions.

Data dictionary

The following table provides descriptions of all the columns in the report.

Overall Report Layout - Sections

Section Name

Section Description / Content

Disbursement Summary

Row Header has the details aboout the report that is being generated. The Row header includes the following headers and their values:
a. Name of Report
b. Report Status
c. Generation date time
d. Time zone
e. Hierarchy
f. Start date time
g. End date time

Processing Summary

Contains summary level records grouped by depositor and currency

Processing Fee Summary

Contains the transaction level details. More details can be found in the data dictionary section below

Row Header - Disbursement Summary

Field Number

Field Name

Description

Sample Data

Data Type

Max Field Length

Nullable?

Possible Values

1

Sales

Sum of all sale transactions (Credit/Debit Card, ACH, Venmo, PayPal) that were disbursed in the month.

$1,03,445.73

BigDecimal

19

No

$1,03,445.73

2

Refunds

Sum of all refund transactions (Credit, Reversal) that were disbursed in the month. NOTE: Must be negative

$12.34

BigDecimal

19

No

$12.34

3

Net disputes

Sum of all chargeback transactions (Opened, Won) that were disbursed in the month.

$34.44

BigDecimal

19

No

$34.44

4

ACH returns

Sum of all ACH returns and ACH Unauths that were disbursed in the month. NOTE: Must be negative

($1,787.32)

BigDecimal

19

No

($1,787.32)

5

Net disbursed amount

Sum of Sales, Refunds, Net disputes, ACH returns and Net disbursed amount

$1,01,705.19

BigDecimal

19

No

$1,01,705.19

Row Header - Processing Summary

Field Number

Field Name

Description

Sample Data

Data Type

Max Field Length

Nullable?

Possible Values

1

Payment instrument type

This column entails list of all the payment instruments and their total

Credit/Debit Card

character varying(256)

256

No

Credit/Debit Card, ACH, Venmo, PayPal, Total

2

Sales count

Count of all Payment instrument type sale transactions that were 'settled' for 'PayPal' and 'disbursed' for 'Credit and debit cards', 'Venmo' and 'ACH' in the month.

238

BigInt

10

No

Any integer number from 0 onwards

3

Sales amount

Sum of all Payment instrument type sale transactions that were 'settled' for 'PayPal' and 'disbursed' for 'Credit and debit cards', 'Venmo' and 'ACH' in the month.

12

BigInt

10

No

Any integer number from 0 onwards

Refund count

Count of all Payment instrument type refund transactions that were 'settled' for 'PayPal' and 'disbursed' for 'Credit and debit cards', 'Venmo' and 'ACH' in the month.

12

BigInt

10

No

Any integer number from 0 onwards

Refund amount

Sum of all Payment instrument type refund transactions that were 'settled' for 'PayPal' and 'disbursed' for 'Credit and debit cards', 'Venmo' and 'ACH' in the month.

262

BigInt

10

No

Any integer number from 0 onwards

Payment instrument type

Sales Count

Sales Amount

Refunds Count

Refund Amount

Credit and debit cards

Count of all Credit/Debit Card sale transactions that were disbursed in the month.

Sum of all Credit/Debit Card sale transactions that were disbursed in the month.

Count of all Credit/Debit card refund transactions that were disbursed in the month.

Sum of all Credit/Debit card refund transactions that were disbursed in the month. NOTE: Must be negative

PayPal

Count of all PayPal-branded sale transactions that were settled in the month.

Sum of all PayPal-branded sale transactions that were settled in the month.

Count of all PayPal-branded refund transactions that were settled in the month.

Sum of all PayPal-branded refund transactions that were settled in the month. NOTE: Must be negative

Venmo

Count of all Venmo-branded sale transactions that were disbursed in the month.

Sum of all Venmo-branded sale transactions that were disbursed in the month.

Count of all Venmo-branded refund transactions that were disbursed in the month.

Sum of all Venmo-branded refund transactions that were disbursed in the month. NOTE: Must be negative

ACH

Count of all US Bank Account sale transactions that were disbursed in the month.

Sum of all US Bank Account sale transactions that were disbursed in the month.

Count of all US Bank Account refund transactions that were disbursed in the month.

Sum of all US Bank Account refund transactions that were disbursed in the month. NOTE: Must be negative

Total

Sum of the above.

Sum of the above.

Sum of the above.

Sum of the above.

Row Details - Processing Fee Summary

Field Number

Field Name

Description

Sample Data

Data Type

Max Field Length

Nullable?

Possible Values

1

Fee type

This column entails list of all types of fees and their total

Gateway transaction fees

character varying(256)

256

No

Gateway transaction fees
Gateway verification fees
Card discount %
Card discount % credits
Card per transaction fees
Card per transaction fees credits
ACH discount %
ACH discount % credits
ACH per transaction fees
ACH per transactions fee credits
Interchange passthrough fees
Dispute fees
PayPal chargeback fees
ACH return fees
ACH unauth fees
PayPal fees
Venmo discount %
Venmo per transaction fees
Venmo per transaction fees credits
Total Fees
Venmo discount % credits

2

Quantity

it indicates quantity with integer value and dollar amount both where fee is either calculated based on number of transactions or per transaction fee.

$12.55

BigDecimal + BigInt

19

No

$78,118.55,
251

3

Fees

Applicable fee for Fee type

($54.45)

BigDecimal

No

($54.45), $0

Fee Type

Quantity

Fees

ACH discount %

Sum of all US Bank Account sale transactions that were disbursed in the month.

Sum of discount fees that were disbursed in the month for US Bank Account transactions. NOTE: Must be negative

ACH discount % credits

Sum of all US Bank Account refund transactions that were disbursed in the month.

Sum of discount_refund fees that were disbursed in the month for US Bank Account transactions.

ACH per transaction fees

Count of US Bank Account sale transactions that were disbursed in the month.

Sum of per_transaction fees that were disbursed in the month for US Bank Account transactions. NOTE: Must be negative

ACH per transactions fee credits

Count of US Bank Account credit transactions that were disbursed in the month.

Sum of per_transaction_refund fees that were disbursed in the month for US Bank Account transactions.

ACH return fees

Count of ach_return and ach_refund_failure dispute transactions that were disbursed in the month.

Sum of per_bank_return dispute fees that were disbursed in the month. NOTE: Must be negative

ACH unauth fees

Count of unauth dispute transactions that were disbursed in the month.

Sum of per_bank_unauth dispute fees that were disbursed in the month. NOTE: Must be negative

Card discount %

Sum of all Credit/Debit Card sale transactions that were disbursed in the month.

Sum of discount fees that were disbursed in the month for Credit/Debit card transactions. NOTE: Must be negative

Card discount % credits

Sum of all Credit/Debit card refund transactions that were disbursed in the month.

Sum of discount_refund fees that were disbursed in the month for Credit/Debit card transactions.

Card per transaction fees

Count of all Credit/Debit Card sale transactions that were disbursed in the month.

Sum of per_transaction fees that were disbursed in the month for Credit/Debit card transactions. NOTE: Must be negative

Card per transaction fees credits

Count of all Credit/Debit card refund transactions that were disbursed in the month.

Sum of per_transaction_refund fees that were disbursed in the month for Credit/Debit card transactions.

Dispute fees

Count of chargeback_open dispute transactions that were disbursed in month.

Sum of per_chargeback dispute fees that were disbursed in the month. NOTE: Must be negative

Gateway transaction fees

Count of transactions that were created in the month.

Sum of activity-based fees for transactions that were created in the month. NOTE: Must be negative

Gateway verification fees

Count of verifications that were created in the month.

Sum of activity-based fees for verifications that were created in the month. NOTE: Must be negative

Interchange passthrough fees

Sum of all Credit/Debit Card sale and refund transactions that were settled in the month

Sum of interchange and scheme fees and fee credits for Credit/Debit card transactions that were settled in the month.

PayPal chargeback fees

Sum of PayPal-branded chargeback transactions that were settled in the month.

Sum of PayPal-branded chargeback fees that were settled in the month. NOTE: Must be negative

PayPal fees

Sum of all PayPal-branded sale transactions that were settled in the month.

Sum of PayPal fees for PayPal-branded sale transactions that were settled in the month. NOTE: Must be negative

Venmo discount %

Sum of all Venmo-branded sale transactions that were disbursed in the month.

Sum of discount fees that were disbursed in the month for Venmo transactions. NOTE: Must be negative

Venmo discount % credits

Sum of all Venmo-branded refund transactions that were disbursed in the month.

Sum of discount_refund fees that were disbursed in the month for Venmo transactions.

Venmo per transaction fees

Count of all Venmo-branded sale transactions that were disbursed in the month.

Sum of per_transaction fees that were disbursed in the month for Venmo transactions. NOTE: Must be negative

Venmo per transaction fees credits

Count of all Venmo-branded refund transactions that were disbursed in the month.

Sum of per_transaction_refund fees that were disbursed in the month for Venmo transactions.

Total Fees

N/A - Blank

Sum of the above.

File specification notes

Values will be double quoted.

Use the Column Headers in the first row of the CSV for parsing, as the order of the columns is not fixed.