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How can I see the total payments of each month ?

8d6c6e20
Active Member
Catherine S Member Since: Feb 23, 2017
1 of 6

Hello everyone !

 

For my accounting I would like to see all the payments made for the various jobs that I offer on Upwork.

Is the amount shown in Transaction History equal to all transactions?

Thanks for your help.

colettelewis
Community Guru
Nichola L Member Since: Mar 13, 2015
2 of 6

Transaction history will give you the complete overview. But you have to work with it to sort out the Upwork charges. I have an excel file that breaks the overview down even further. You can also click on "earnings by client", which can be useful.

8d6c6e20
Active Member
Catherine S Member Since: Feb 23, 2017
3 of 6
Thank you very much for your reply.

I just need to know the total of the cost per month (all include, paid for job, upwork fees, etc.). It's the total on the transaction page or not ?

Thank you for your help Smiley Happy
aocumen
Moderator
Avery O Moderator Member Since: Nov 23, 2015
4 of 6

Yes, Catherine. The amounts on your Transaction History page shows all transactions that were done on your account - fees paid to Upwork, earnings paid to freelancers, bonuses, etc.


~ Avery
Upwork
8d6c6e20
Active Member
Catherine S Member Since: Feb 23, 2017
5 of 6

Thank you for your help (I am new here, it's not really easy ^^).

 

If I create a milestone in October, I  charge the milestone with 100$ but valid the milestone in november. The debits will be for October or november ? Smiley Happy

 

Thank you very much.

vladag
Community Manager
Vladimir G Community Manager Member Since: Oct 31, 2014
6 of 6

Hi Catherine,

 

In the scenario you mentioned, your payment method will be charged once a Milestone is funded (October).

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