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Navigate to the Payments History page by clicking Payment History under Payments in the left-hand navigation bar.
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Access further transaction information by clicking any information in the transaction line to view the Transaction Details page for that payment.
Print a receipt by clicking any information in the transaction line to be redirected to the Transaction Details page, then click RECEIPT.
Reporting
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The Payment History page allows you to view additional information with transaction details reports and a list of terminal transactions associated with your account.
Access the Terminal Transactions page by following the steps below:
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Step 1: Click on TERMINAL TRANSACTIONS, located in the upper right hand corner of the Payment History page.
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Generate a transaction details report by following the steps below:
Step 1: Click on TRANSACTION DETAILS REPORT, located in the upper right hand corner of the Payment History page.
Step 2: You will be redirected to the Transaction Details Report page, where you can generate a new report.
Note: Previously generated Transaction Details Reports are available on the Report History page:
Click REPORTS in the Admin Category in the left hand navigation bar, then click REPORT HISTORY in the drop down menu below Reports.
See the Available Portal Reports Guide for more information on reports found in the Merchant Portal.
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You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Payment History table:
Transaction Data
TXN ID
Date Created
Created By
Date Modified
Modified By
Subscription
Type
Currency
Platform
Captured
Description
Order Number
Tax
Amount
Status
Approved
Card
Refunded
Entity Data
Entity ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Website
EIN
Status
Custom
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created By
Date Modified
Date Boarded
Last Transaction Date
Date Established
Status
Customer Data
First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Filter the Table by Sales, Authorizations, or Refunds
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