How to Use the Payouts Dashboard

To help you more easily reconcile your funds, we have created the Payouts Dashboard. This new in-app dashboard provides a single, consolidated view of your payout history, allowing you to track all payouts from OpenSolar and see a detailed breakdown of the transactions included in each one.

Accessing the Payouts Dashboard

You can find the new Payouts Dashboard within the Cashflow section of your account.

1. Navigate to Cashflow > Payment Requests.
2. Click on the Payouts tab.
   

Understanding the Payouts Dashboard

The Payouts Dashboard is designed to give you a clear, chronological overview of all payouts you have received.

Viewing Payout Details

Your payouts are grouped by the date they were disbursed. To see the specific transactions included in a payout, simply click on the row for that date. This will expand to show:

• Payouts Table: A detailed list of every individual transaction included in that day's payout, including the Project ID, Customer Name, payment amount, and any fees.
  
• Payouts Summary: A summary of the totals for that payout, including the Gross Amount, Total Fees, and the Net Payout amount deposited into your bank account.
  

Searching and Exporting

• Search: You can use the search bar at the top of the page to find specific payouts by Project ID, Customer Name, or Project Address.
• Export to CSV: By clicking the Export CSV button, you can download a spreadsheet of your payout history for a specific date range.