• You can access settlements from the Overview page and/or the Transactions tab
• The Worldpay Dashboard app holds settlement data from the last three years. This is the same as the Worldpay Dashboard desktop site

Overview page

• The Overview page is the first screen you will see when you log into the Worldpay Dashboard app
• You can quickly view an overview of their settlement(s) for the current month on the Overview page:

1. Click into the Settlement box and then click into the relevant settlement you wish to view – this will then show the settlement details:

2. Here you will see the individual transactions that are included in the settlement

Settlements tab

1. To view your settlements click into Settlements from the menu

2. The settlements will be displayed in list format and will be pre-set to show the settlements for the current month

From the list, you can view the following details of the settlement:

• Date
• Status
• Amount

3. You can also click Filter to change the month that you wish to view

• Then select the month you wish to view the settlements for:

4. To view additional details, you can click into the relevant settlement

5. Here you will be able to view the following:

• Settlement amount
• Date
• Bank account details
• Payment reference
• Status
• Type (funds/charges/chargeback)
• Worldpay reference
• Transaction breakdown

6. You can also view the individual transactions that makes up the settlement