Huggg Payouts gives you two places to find records of your activity:
Voucher History - search and track every voucher you've sent, and download CSV reports of voucher transactions.
Billing - download monthly invoices, credit notes and a full transaction summary for finance and reconciliation.
Voucher History
The Voucher History page (left hand menu) is where you find every voucher you've sent. It has three tabs:
Tab | What it shows |
Links | Every individual voucher link you've created, with its current status. This is the page that opens by default. |
Orders | Every order you've placed (one row per send). Click into an order to see the links inside it. |
Drafts | Sends you've started but not yet completed. |
From the Links and Orders tabs you can filter by date, status, send method and team member, and search by recipient contact details or link code.
Downloading a CSV from Voucher History
To download a CSV report of voucher transactions:
Go to your Voucher History page (it opens on the Links tab).
If you want a filtered report, set your filters or search first.
Click DOWNLOAD CSV at the top right of the page.
With no filters applied, the CSV will be a full lifetime report of every voucher sent on your account. With filters set, it will be limited to the filtered results.
Billing reports
For finance reporting, monthly invoices and credit notes:
Open MyAccount from your account menu.
Click the Billing tab.
From the Billing page you can download:
Monthly Report - a transaction summary for each individual month
Credit Note - the credit note for that month, where applicable
Invoice - the Huggg invoice for that month
All Time Report - a full summary of all activity on your account, available from the button at the top right of the Billing page
You can also add internal notes against each month for your own record-keeping.
Need help?
If you need a specific report that isn't visible in your account, or you have a custom reporting requirement for your council or charity, email us at support@huggg.me and we'll help.