---
title: "Viewing Merchant Settlements"
source_url: https://docs.rapyd.net/en/viewing_merchant_settlements.html
lang: en
---

# Viewing Merchant Settlements

View a consolidated, read-only list of settlements across all the merchants you manage, without needing to sign in to each merchant account individually.

### How to View Merchant Settlements

1. Sign in as described in [Signing In To the Partner Portal](https://docs.rapyd.net/en/signing-in-to-the-partner-portal.md "Signing In To the Partner Portal") and navigate to the **Merchant Settlements** tab. The **Merchant Settlements** page appears, showing settlements across your full merchant book in chronological order.

   ![view-merchant-settlements.png](image/img-cf6f387128653b8409858c0893693aab.png)
2. Click the dropdown menu at the top of the page and select which field to search by:

   - **Settlement ID**
   - **Merchant ID**
   - **Merchant name**
   - **Store name (DBA)**

   ![view-merchant-settlements-dropdown.png](image/img-48b1eea6db9eae789bdd85834245e5a5.png)
3. Type a value in the **Search** field and press **Enter** to apply it.

   ![value_in_the_Search_field_and_press_Enter.png](image/img-6cd4ce8767ec51f3f7cdd0049765d2c0.png)

   > **Note:**
   >
   > You also have an option to select a time period for the search.
4. In the **Filter** panel, build one or more filter rules to refine the data displayed in the table. You can apply up to 5 filter rules at once.

   - **Select filter group** – select a previously saved set of filters to apply them all at once.
   - **Field** – select the column to filter on, such as **Account type**, **Agreement number**, **Cancelled on**, **Currency**, **Destination**, **Merchant ID**, or **Merchant name**.
   - **Condition** – choose how the field is matched: **Is equal to**, **Is not equal to**, **Contains**, **Does not contain**, or **Is not empty**.
   - **Value** – enter the value to match against. This field is not required when the condition is **Is not empty**.
   - **+ Add filter** – add another rule. Multiple rules are combined with **AND**, so a row is shown only when it meets every rule.
   - **Trash** icon – remove a rule.
   - **Save filter set** – store the current filters as a reusable group.
   - **Apply** – filter the table using the current rules.

   ![advanced-filter1.png](image/img-7cf9aa5b013ca65906ca3332a437d8b1.png)
5. Click the **Customize Columns** icon to show, hide, or reorder any of the available columns. Your column layout is saved to your user profile and persists the next time you sign in.

   ![2026-08-09_17_14_46-Pictures_-_File_Explorer.png](image/img-6754aadbcb41a7b4ed60e32c86e9356e.png)
6. Click the **Export** icon and select **All columns** or **Visible columns** to download a CSV of the settlements that match your current search and filters. Masked values (such as IBAN) remain masked in the exported file.

   ![2026-08-09_17_20_32-Desktop_-_File_Explorer.png](image/img-a59ca600761ef0cce5e583dd98d67426.png)
7. Click any merchant name on a specific row to open their details panel.

   ![2026-08-09_17_22_46-Desktop_-_File_Explorer.png](image/img-a4c8604d6ec076a36abc5456e71550cc.png)

### Description of Fields

The following table describes the available fields on the **Merchant Settlements** page. Fields can be shown, hidden, and reordered using the **Customize Columns** option.

| Field | Description |
| --- | --- |
| **Merchant ID** | ID of the merchant the settlement belongs to. String starting with `org_`. |
| **Merchant name** | The name of the merchant. |
| **Store name (DBA)** | The merchant's "Doing Business As" (DBA) store name. |
| **Agreement number** | The agreement number associated with the settlement, if applicable. |
| **Settlement date** | The date the settlement was scheduled to be sent to the merchant. |
| **Settlement ID** | The unique reference ID of the settlement. Click the copy icon next to the ID to copy it to your clipboard. |
| **Destination** | The bank account or destination the settlement was sent to. |
| **Account identifier** | The identifier of the destination account. Masked for security. |
| **Currency** | The currency of the settlement. |
| **Settlement amount** | The total amount of the settlement. |
| **Status** | The current status of the settlement. Possible values:  - **Processing** – The settlement is being prepared and has not yet been sent. - **In transit** – The settlement has been scheduled but has not yet been paid. - **Paid** – The settlement was sent and the funds have landed at the destination. - **Returned** – The settlement was sent but returned by the receiving bank. - **Cancelled** – The settlement was cancelled before being sent. |
| **Settlement type** | How the settlement was funded, for example Settlement by Rapyd. |
| **Account type** | The type of destination account the settlement was sent to, for example Bank account. |
| **Sent on** | The date the settlement was sent to the destination account. |
| **Returned on** | The date the settlement was returned by the receiving bank, if applicable. |
| **Cancelled on** | The date the settlement was cancelled, if applicable. |
| **Processing on** | The date the settlement began processing. |

### Permissions

Access to Merchant Settlements is limited to users with the **Editor**, **Compliance Admin**, **Admin**, or **Owner** role. Users without access won't see the **Merchant Settlements** tab in navigation, and the direct URL access will be blocked.