> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Reporting Overview

> Residuals, deposits, fees, and statement data

The Financial Reporting endpoints expose read-only monetary and transaction data used by finance teams, operations staff, and merchant-facing UIs.

## What's included

### Deposits

| Endpoint                                                                        | Description                                |
| ------------------------------------------------------------------------------- | ------------------------------------------ |
| [List deposits](/api-reference/financial-reporting/list-deposits)               | Retrieve a paginated list of deposits      |
| [Get deposit](/api-reference/financial-reporting/get-deposit)                   | Retrieve a single deposit by ID            |
| [List deposit details](/api-reference/financial-reporting/list-deposit-details) | Retrieve line-item details for a deposit   |
| [Get deposit detail](/api-reference/financial-reporting/get-deposit-detail)     | Retrieve a single deposit detail line item |

### Chargebacks

| Endpoint                                                                                | Description                                     |
| --------------------------------------------------------------------------------------- | ----------------------------------------------- |
| [List chargebacks](/api-reference/financial-reporting/list-chargebacks)                 | Retrieve a paginated list of chargebacks        |
| [Get chargeback](/api-reference/financial-reporting/get-chargeback)                     | Retrieve a single chargeback by ID              |
| [List related chargebacks](/api-reference/financial-reporting/list-related-chargebacks) | Retrieve chargebacks related to a given dispute |

### Residuals

#### Summaries & metrics

| Endpoint                                                                             | Description                                             |
| ------------------------------------------------------------------------------------ | ------------------------------------------------------- |
| [List residuals](/api-reference/financial-reporting/list-residuals)                  | Retrieve ISO residual historical summaries              |
| [Get residual](/api-reference/financial-reporting/get-residual)                      | Retrieve a single residual period summary               |
| [Get residual metrics](/api-reference/financial-reporting/get-residual-metrics)      | Retrieve aggregated metrics across all residual periods |
| [List gross details](/api-reference/financial-reporting/list-residual-gross-details) | Retrieve gross fee details across residuals             |

#### Merchant summaries

| Endpoint                                                                                               | Description                                                   |
| ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------- |
| [List all merchant summaries](/api-reference/financial-reporting/list-all-residual-merchant-summaries) | Retrieve merchant-level summaries across all residuals        |
| [List merchant summaries](/api-reference/financial-reporting/list-residual-merchant-summaries)         | Retrieve merchant summaries for a specific residual           |
| [Get merchant summary](/api-reference/financial-reporting/get-residual-merchant-summary)               | Retrieve a single merchant-level residual summary             |
| [List merchant details](/api-reference/financial-reporting/list-residual-merchant-details)             | Retrieve fee category details for a merchant residual summary |
| [Get merchant detail](/api-reference/financial-reporting/get-residual-merchant-detail)                 | Retrieve a single fee category detail record                  |

#### Overrides

| Endpoint                                                                             | Description                                       |
| ------------------------------------------------------------------------------------ | ------------------------------------------------- |
| [List all overrides](/api-reference/financial-reporting/list-all-residual-overrides) | Retrieve residual overrides across all periods    |
| [List overrides](/api-reference/financial-reporting/list-residual-overrides)         | Retrieve overrides for a specific residual period |
| [Get override](/api-reference/financial-reporting/get-residual-override)             | Retrieve a single residual override               |

### Transactions

| Endpoint                                                                               | Description                                       |
| -------------------------------------------------------------------------------------- | ------------------------------------------------- |
| [List transactions](/api-reference/financial-reporting/list-transactions)              | Retrieve a paginated list of transactions         |
| [Get transaction](/api-reference/financial-reporting/get-transaction)                  | Retrieve a single transaction by ID               |
| [List by reference](/api-reference/financial-reporting/list-transactions-by-reference) | Retrieve transactions by an external reference ID |
| [List notes](/api-reference/financial-reporting/list-transaction-notes)                | Retrieve all notes on a transaction               |
| [Create note](/api-reference/financial-reporting/create-transaction-note)              | Add a note to a transaction                       |
| [Get note](/api-reference/financial-reporting/get-transaction-note)                    | Retrieve a single transaction note                |

### Transaction batches

| Endpoint                                                                    | Description                                      |
| --------------------------------------------------------------------------- | ------------------------------------------------ |
| [List batches](/api-reference/financial-reporting/list-transaction-batches) | Retrieve a paginated list of transaction batches |
| [Get batch](/api-reference/financial-reporting/get-transaction-batch)       | Retrieve a single transaction batch by ID        |
| [List batch notes](/api-reference/financial-reporting/list-batch-notes)     | Retrieve all notes on a transaction batch        |
| [Create batch note](/api-reference/financial-reporting/create-batch-note)   | Add a note to a transaction batch                |
| [Get batch note](/api-reference/financial-reporting/get-batch-note)         | Retrieve a single batch note                     |

### Statements

| Endpoint                                                                            | Description                                 |
| ----------------------------------------------------------------------------------- | ------------------------------------------- |
| [List statements](/api-reference/financial-reporting/list-statements)               | Retrieve a paginated list of statements     |
| [Get statement](/api-reference/financial-reporting/get-statement)                   | Retrieve a single statement by ID           |
| [Get statement document](/api-reference/financial-reporting/get-statement-document) | Download a document attached to a statement |
| [List statement notes](/api-reference/financial-reporting/list-statement-notes)     | Retrieve all notes on a statement           |
| [Create statement note](/api-reference/financial-reporting/create-statement-note)   | Add a note to a statement                   |
| [Get statement note](/api-reference/financial-reporting/get-statement-note)         | Retrieve a single statement note            |