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Settlement reports

This article explains how settlement reports are generated, how to access them, and the available delivery methods.

Updated this week

What are settlement reports?

Settlement reports are generated for each payout and become available on your payout day. These reports help you reconcile payments with orders in your system.

  • Payout timing: Settlements are processed at 23:59 (11:59 PM) CET.

  • Settlement report availability: You’ll be able to see the settlement report on your payout day.

    • Read more about payout schedule and payouts here.

  • Payment reference: Each report includes a payment reference, which appears on both your bank statement and the settlement report. This reference helps match your payout with the corresponding report.


What information is included in the settlement report?

CSV

Your CSV configurations are the same as they were on Klarna.

  • All timestamps are in UTC.

PDF


In the settlement report you will find a summary of the full report that includes:

Transactions

  • Sales (Captures): The total value of all orders paid out to you.

  • Refunds: Total value of refunds included in the settlement.

  • Reversals (Open disputes): Total value of open disputes.

  • Dispute Corrections (Won disputes): Total value of disputes resolved in your favor and credited back.

Fees

  • Purchase Fee (Fixed): Total fixed transaction fees for captured orders.

  • Purchase Fee (Percentage): Total variable transaction fees for captured orders.

  • Dispute Fee: Total fees charged for open disputes.

  • Fee Refunds: Total fees refunded to you (fee type shown under Type / Transaction ID).

  • Total Fees: All fees combined, excluding VAT.

  • VAT on Fees: VAT amount on fees, if applicable.

  • Subtotal: Total fees including VAT.

Debt

  • Opening: Any negative balance carried over from your previous report.

  • Closing: Outstanding balance after this settlement. This amount will be included in the Opening balance in your next report.

Miscellaneous

  • Credits (Credited Invoices): Total of all credited transactions not included under Transactions and Fees.

  • Charges (Debt Statements): Miscellaneous charges, detailed under Type / Transaction ID. For example, Transfer From Legacy Integration refers to a Klarna-generated debt statement transferred to Kustom, with a reference to the debt statement in Klarna Merchant Portal under Kustom Reference.

  • Applied Holdbacks: Amount reserved by Kustom. If related to a Klarna negative balance, the Klarna settlement reference is shown under Kustom References.

  • Released Amount: Previously held funds that have now been released to you.

  • Net Result: Total of all items in this summary.

  • Payout: Final amount paid out.

In addition to this, you can also find detailed information related to your specific settlements. This includes:

  • Date

  • Type

  • Amount

  • VAT

  • Merchant order reference

  • Kustom order reference


Note: If you need to include more fields or edit the information in the settlements this can be done with the Settlement Configurator


Automating settlement reports via API or SFTP

For efficiency and accuracy, you can automate settlement report retrieval using:

  • Settlement API – Pull reports programmatically.

  • SFTP – Receive reports through secure file transfer.

Automating report retrieval eliminates manual downloads and ensures up-to-date financial records.


Common Issues

Settlement Reports are missing

If your settlement reports are missing please find common troubleshooting tips below:

  • Make sure that you have the correct user access level to be able to find these in the portal.

  • If you are still unable to see your settlement reports make sure that you have selected the right currencies in the Portal.

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