Use the annual summary to review a completed year's payment activity and generate an official PDF for your records or accountant.
The report keeps provider-processed online payments separate from manual and offline payments, so fees and payouts only appear against the payments they actually belong to.
Before you begin#
- Annual summaries are only available for completed years.
- You need access to Admin > Reports.
- If you want the PDF to show the correct legal business details, review your billing details before generating it.
Open the annual summary#
- Go to Admin > Reports > Annual summary.
- Use the year selector to choose the completed year you want to review.
- Wait for the report to load.
You can move backward to older years. The current year stays unavailable until the year has closed.
What the report shows#
The page starts with summary cards for the selected year:
- Online gross: Total provider-processed online payments included in the report
- Online fees: Payment processing and platform-related fees attached to those online payments
- Online net: Online gross minus online fees
- Refunds: Refunded amounts for the selected year
- Payouts: Amounts paid out from online payments
Below the summary cards, the report shows monthly tables so you can review how the totals changed across the year.
Online payments table#
The main table is the online payments summary. This is the section to use when you want a clean view of provider-backed transactions and their related fees.
Each month shows:
- Gross
- Fees
- Net
- Refunds
- Payouts
This makes the online section useful for year-end review because all values come from the same payment flow.
Manual and offline payments#
If your business records payments outside the online flow, the annual summary shows them in a separate Manual and offline payments section.
This section is separate on purpose. Manual and offline payments do not have the same processor fees, net calculations, or payout records as online payments, so mixing them into the same table can make the report harder to understand.
Use this section when you want to confirm:
- How much revenue was recorded manually or taken offline
- How many offline or manual payments were added during the year
- Which months included offline activity
Pending reconciliation#
If the report shows Online payments pending reconciliation, those payments were completed online but are still missing the fee data needed to include them in the final online totals.
When this happens:
- The payments stay visible in their own section
- They are excluded from the online totals above
- Fees, net, and payouts remain marked as pending until reconciliation is complete
In most cases this section should be temporary. If it remains visible after payment activity has settled, contact Naayya Support so the underlying payment records can be reviewed.
Generate the official PDF#
When you are ready to save or share the report:
- Open the correct completed year.
- Click Generate official PDF.
- Wait for generation to finish.
- Download the file, or use Download latest PDF if one already exists.
Naayya generates a fresh PDF each time instead of silently reusing an older file. This is useful when payment reconciliation improves later, manual payments are added, or business details need to be reflected in a newly generated document.
What appears on the PDF#
The official PDF includes:
- Business name and legal name
- Billing address
- VAT number, if available
- Monthly online payment totals
- Separate manual and offline totals when relevant
- Separate pending reconciliation totals when relevant
- Reference number and generation timestamp
If any legal or billing details are wrong, update them before generating the PDF again.
When to regenerate#
Generate a new PDF when:
- You corrected business billing details
- Missing manual or offline payments were added
- Reconciliation changed the final online fee or payout totals
- Your accountant asks for the latest official version
Related#
- Payment Methods & Payouts — Review payment capabilities and payout timing
- Billing Details & Invoices — Update the business details shown on official documents