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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

Email

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

Email

Filter the Table by Sales, Authorizations, or Refunds

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