Before you begin
Ensure you have access to the Instinct Payments portal.
View payout details and export account activity
You can review the transactions, fees, and adjustments associated with any payout directly from the Payouts page.
Navigate to payments.instinctvet.com and sign in to the Instinct Payments Portal.
From the left navigation menu, click Finance → Payouts.
To view the transactions included in a payout, click the three-dot menu on the payout row and select View Details. This opens the Account Activity page for the selected payout period, showing individual transactions, transaction categories, transaction amounts, and associated fees and adjustments.
To export the data, click Export to CSV in the upper-right corner, then click Export when prompted—the file downloads to your computer for further analysis or recordkeeping.
Download monthly statements
Monthly statements summarize account activity, processing fees, deposits, and adjustments for a specific month.
From the left navigation menu, click Finance → Statements.
Locate the statement you need. The Statements page contains monthly statements for up to seven years of account history.
Click the Download icon on that row. The statement downloads to your computer.
Note: New monthly statements are typically available on the first day of the following month. |
View account activity for a custom date range
The Account Activity page lets you review and export transactions, fees, refunds, and chargebacks for any date range.
From the left navigation menu, click Finance → Account Activity.
Click the date range selector at the top of the page. Choose a predefined date range, or enter a custom start date, end date, and time range.
Apply the selected date range to refresh the results.
To export the results, click Export to CSV, wait for the export to generate, and download the file when prompted.
Important: For large date ranges, the export may take additional time to generate. Do not navigate away from the page while the export is processing. |
Understand Account Activity
The Account Activity page provides both summary-level and transaction-level information for the selected date range.
The summary section at the top of the page includes:
Net Settlement: The deposit sent to your bank account, calculated as total settled payment volume minus refunds minus processing fees.
Payment Volume: The total volume of settled payments.
Transaction Fees: Processing fees assessed during the selected period.
Other Fees: Additional account-related fees.
Refunds: Total refunded transaction amounts.
Chargebacks: Total chargeback amounts.
The transaction list below the summary displays individual line items, including date, merchant account, amount, category, and transaction ID. Use this information to review account activity, research individual transactions, analyze fees, or reconcile financial records.
Understand Volume vs. Payout on the Account Activity screen
Payment volume on the Payments Portal dashboard includes all payments during the selected time period, including captured and settled payments. Payment Volume on the Account Activity page works differently.
Important: Payment Volume on the Account Activity page reflects only settled payments. It does not include payments that are still in a captured or authorized state, which differs from the Dashboard view in the Payments Portal. Because of this, the Payment Volume total on the Account Activity page will not always match totals pulled from Instinct Analytics or the Portal Dashboard for the same date range. For volume comparisons against Instinct Analytics, use the Settled Date filter and reconcile against settled transactions only, as covered in Reconcile Your Payout Volume Against Instinct Analytics. |
Still need help?
Contact support via live chat or email [email protected].