> For the complete documentation index, see [llms.txt](https://pivot-payment.gitbook.io/pivot-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pivot-payment.gitbook.io/pivot-docs/dashboard/side-menu/balance-history.md).

# Balance History

<figure><img src="/files/aHsbGQmQjeTKUxywtqJi" alt=""><figcaption></figcaption></figure>

<details>

<summary>1 - Balance Type</summary>

We provide three types of balances to help you manage your funds with clarity:

* Payout Balance – Funds available or being processed for outbound transfers to bank accounts or e-wallets.
* Payment Balance – Funds collected from customers through payment channels.
* Wallet Balance – Funds received from internal transfers or top-ups for use within the Pivot ecosystem.

Each balance includes two states:

* Active Balance: Funds that are fully settled and ready to use.
* Pending Balance:
  * Payout – Funds are currently being processed for disbursement.
  * Payment – Customer payments are still in the processing or settlement stage.
  * Wallet – Incoming wallet funds that are still under processing<br>

</details>

<details>

<summary>2 - Download Report</summary>

Export your Balance History for deeper analysis or reconciliation. Use flexible filters to select specific balance types (Payout, Payment, Wallet), transaction types, settlement dates, and settlement statuses

</details>

<details>

<summary>3 - List of Balance History</summary>

View a complete record of every transaction across your Payout, Payment, and Wallet balances. Balance History provides detailed insights into incoming and outgoing funds, including transaction type, amount, settlement status, and date, helping you track and reconcile your financial activity with ease

</details>


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