How to check which invoices were paid out by Rootline in Gekko

When you receive payments via Rootline, you may want to verify which invoices are included in each payout. You can easily find this information in Gekko by downloading your invoices as an Excel file.

Step-by-step guide

1. Go to your invoices in Gekko
   Open the invoices page in your Gekko account.
   
   

2. Select the desired period
   Choose the date range for which you want to review the payouts.
   
   

3. Download the Excel file

   • Click on the three dots in the top-right corner of the invoices page.

   • Select “Download as .Xls”.
     
     

4. Open the Excel file

   • In the exported file, go to column S labeled “Payment description”.

   • Look for the description that indicates the invoice was paid via Rootline.

5. The description will appear as follows:

   “iDEAL transaction via Rootline. The amount excluding processing fees will be transferred to your bank account within 4 working days.”

This allows you to clearly identify which invoices have been paid out through Rootline and share this information with your accountant if needed. The invoice numbers can be viewed in column A.