Reports and Management is the section/area within AreteX™ that allows you to view sales and delivery records, manage payee (contributor and referrer) records, and view payee transaction logs.
You will be able to see the work you have done in the Catalog and Products section concerning Deliverable and Product definition. It is included in the sales and payment reports.
Customers - This tab allows you to view your customer's account information, as well as to cancel a rebill agreement, if necessary. Unlike your customer's CAM (Customer Account Manager), these screens do not give you the ability to change the authorizing credit card or customer contact information.
(Note: To turn on the ability of your customers to access their CAM, go to WP Integration / Form Customization / Receipts and Customer Accounts / Welcome Account Access.)
Sales Report - This tab is a searchable report of all sales. If desired, you can view individual receipts. This is the tab that is used if you need to provide a Refund for a particular sale.
Deliveries - This tab provides access to two different reports: 1) the Delivery Log, which is a report of all past delivery attempts, 2) and Manage Deliveries, which is an editable report of all current and pending delivery authorizations.
Payout Report - This tab opens a report of all payouts you have made to contributors and referrers.
Payees - This tab gives you access to Payee Management, the manual batch payment feature, as well as the ACH/Direct Deposit transaction report.