The Sub Accounts Invoices and Reports page allows for generating and downloading EasyPost Reports, as well as printing transaction receipts for charges made to the sub account's connected payment methods. This article outlines how to navigate to and use the available invoicing and reporting tools.
Access the Invoices and Reports Page
- Select Sub Accounts from the left-hand menu.
- Click the three-dot menu next to the applicable sub account and select Manage Account.
- Scroll to the Wallet and Billing section and select Invoices and Reports.
Print Receipts for Payment Logs
Payment Logs include payment or refund transactions associated with the sub account. For transactions processed through a credit card or bank account, an official EasyPost receipt is available.
Print a Receipt
- Use the Payment Logs table located at the top of the page.
- Apply filters for Date Range and Transaction Type, as needed.
- Locate the desired transaction, select the three-dot menu, and choose Print Receipt to generate a PDF receipt.
Generate Reports
EasyPost supports various report types that provide transparency into shipment, tracker, and financial data. For details on available report types, refer to the Reporting Options Guide.
Generate a Report
- Scroll to the Finance Reports section.
- Select the Report Type from the dropdown and click Generate Report.
- Specify the Date Range, Time Zone, and any optional data columns.
- Click Generate New Report to begin processing.
View and Download Generated Reports
After a new report is generated, processing begins immediately and may take several moments to complete.
View and Download a Generated Report
- Filter by Report Type using the dropdown or search for a specific report record by using the Report ID.
- Click Download for the desired report to automatically export the file in CSV format.